Specialty Operations Professional
CurrentWith the Accounts Team at Cetera Financial Institutions in St. Cloud, MN, I support financial advisors and clients by processing paperwork for investment accounts and troubleshooting issues. I work on verifying account opening for new accounts by reviewing application paperwork for account types from Individuals to Trusts to Corporations and more. I work with power of attorney documents, beneficiaries, trust documents, and so on. I troubleshoot problems with financial advisors by phone and email. The job involves an ability to rigorously and thoroughly absorb knowledge and experience and apply it intelligently to fit each new situation.