Oracle Cloud ERP · 8 hours ago
Financial Support Associate II
Rapid City, SD, United States
Full-time
Onsite
Entry, Mid Level
$24.50/hr - $38/hr
2+ years expAvantax Planning Partners, a community within Cetera Holdings, is seeking a Financial Support Associate II to provide advanced administrative and operational support to Financial Planning Consultants (FPCs). This role handles a broader range of client service responsibilities, supports process improvement initiatives, and demonstrates strong independence.
Information Technology & Services
Responsibilities
Independently prepare and review new account paperwork
Create and organize client review materials and correspondence
Serve as a liaison with internal departments, custodians, CPAs, and clients
Manage client communication regarding account activity and deadlines
Process client requests including contributions, distributions, and transfers
Maintain accurate information and documentation within the CRM
Assist in training Level I associates
Recommend workflow and process improvements
Handle moderately complex client inquiries
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent required
Strong communication and problem-solving skills
Proficiency with Microsoft Word, Excel, and PowerPoint
Preferred
Associate or bachelor's degree preferred
2–5 years of financial services or administrative experience preferred
Salesforce experience strongly preferred
FPQP designation is a plus
Benefits
Competitive performance-based bonus
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase