Senior Office Services Associate

Senior Office Services Associate Avantax Wealth Management

• Saint Cloud, MN Avantax Wealth Management
• May 8, 2026

External Description Str :

Cetera is currently seeking a Senior Office Services Associate to join our team in St. Cloud, MN . This role focuses on continuous process improvement, with the goal of increasing efficiency and delivering an exceptional experience for our advisors and clients. The ideal candidate demonstrates a strong sense of ownership, proactively identifies opportunities for improvement, and sees issues through to completion and resolution.

Core Responsibilities:

• Ensure proper access to back-office system which includes, quarterly review of access and maintaining proper documentation for audits.
• Create B1's, Br Tracks with back-office system and maintain proper documentation for audits.
• Participate in DR testing with back-office vendor
• twice a year.
• Maintains inventory of employee/guest/contractor/visitor badges.
• Maintains security access control system with accurate employee status, including badge access creation, and monthly, quarterly review of access for Cetera suites and building access.
• Maintain accurate building floor plans and associate headcount by helping with monthly audits.
• Comply and assist in reviewing and improving appropriate policies, procedures, safety rules, and regulations.
• Assist BCP Coordinator in updating quarterly documents, testing business continuity plans throughout the year and keeping excellent records of completion.
• Collaborate with various departments in retrieving required paperwork for completion of BCP testing.
• Monitor various email boxes and take appropriate action as required.
• Assist facilities coordinator in ordering supplies, responding to employee requests and inquiries.
• Maintain appearance of Cetera Suites.
• Set up purchase requisitions through Oracle Procurement System when required.
• Process incoming invoices when required.
• Perform general office work, such as word/excel, loading documents into filing, loading documents into docupace, and operating copy machines.
• Assist with a variety of scheduled and unscheduled projects occurring in the department at any given time.

Required Knowledge, Skills, and Abilities:

• Must have excellent written, verbal, and oral communication skills.
• Proficiency in Microsoft Office (Word/Excel/Outlook) is required.
• Ability to keep accurate accounts and records of documentation for auditors.
• Ability to meet multiple deadlines at one time
• Ability to multitask
• Ability to lift 35 to 50 lbs Compensation The salary range for this role is $24.05
• $25.

00 per hour plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. #LI-Onsite

ADDITIONAL DETAILS

Job Id:

6832117915

Job URL:

https://ebhu.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/requisitions/preview/6331

Job State:

MN

Job Lat:

45.52669906616211

Job Lng:

• 94.

17109680175781

Job County:

Stearns County

Job Education:

High school diploma or equivalent

Job Skills:

Multitasking

Job Hash:

4348367023