Operations Specialist

Job Description
Cetera is seeking an Operations Specialist to join our Channel Operations team in El Segundo, CA. This role plays a critical part in maintaining operational excellence by ensuring compliance and data integrity across key systems. The Operations Specialist will be responsible for managing Smarsh email retention and access, delivering customized reporting solutions, and providing troubleshooting support to both field representatives and internal teams. This position requires strong attention to detail, analytical skills, and a proactive approach to problem-solving in a fast-paced environment.

Core Responsibilities

• Configure and manage Smarsh email retention settings for the Channel Operations team
• Maintain and oversee Smarsh access for Supervision teams
• Develop ad hoc and customized reports for credit unions, banks, and field teams
• Troubleshoot and resolve Salesforce cases, including case setup and follow-through

Desired Knowledge, Skills, And Abilities

• Familiarity with Smarsh, Salesforce, or similar compliance and reporting platforms
• Exceptional attention to detail and ability to prioritize multiple tasks effectively
• Strong problem-solving skills with a proactive mindset toward operational improvements
• Excellent communication and collaboration abilities across teams

Minimum Required Education & Experience

• High school diploma or equivalent

Compensation
The base annual salary range for this role is
$67,000 to $75,000
, with the opportunity to earn a competitive performance-based bonus. Actual compensation within this range will be determined based on a variety of factors, including but not limited to: relevant skills, depth and years of experience, certifications, and geographic location. Salary may vary significantly depending on cost-of-labor considerations in different regions.

About Us
What we give you in return:
Benefits
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending