The posting
Job Description
Cetera Financial Group is currently seeking a Facilities Associate to support local office operations, workplace services, and onsite hospitality. This position helps maintain a safe, organized, welcoming, and professional environment for employees and visitors.
The Facilities Associate provides day-to-day facilities and office support within an assigned location, including workplace readiness, meeting hospitality, front desk backup, employee requests, vendor coordination, purchasing support, office events, and basic mail processes.
Job Knowledge, Core Competencies and Expectations • Demonstrates a customer-first mindset and commitment to responsive, professional service. • Provides professional hospitality and maintains a welcoming experience for clients, prospects, business partners, employees, and visitors. • Maintains a courteous, approachable, and dependable presence within the assigned workplace. • Prioritizes multiple requests while meeting deadlines and keeping stakeholders informed. • Communicates clearly and professionally with employees, visitors, vendors, and business partners. • Uses sound judgment, follows established procedures, and escalates issues when appropriate. • Maintains confidentiality regarding employee, visitor, and workplace information. • Demonstrates attention to detail, initiative, and willingness to learn facilities operations. • Supports workplace safety, readiness, and company standards.
What You Will Do Workplace Operations • Perform routine walkthroughs of the assigned office to identify facilities, safety, housekeeping, or maintenance concerns. • Monitor conference rooms, breakrooms, common areas, and workplace amenities to ensure they are clean, supplied, and ready for use. • Assist with workstation setup, seating changes, office moves, and workplace organization. • Monitor office appearance and initiate or coordinate corrective action for local issues. Facilities Coordination • Create, update, and monitor facilities-related requests in ServiceNow or another approved system. • Coordinate vendor access and provide escorts when required by local procedures. • Assist with scheduled inspections, preventive maintenance visits, and local facilities projects. • Maintain inventory of office, kitchen, and workplace supplies and submit replenishment requests through approved processes. Employee and Customer Support • Respond to employee questions and requests related to local workplace services. • Provide onsite hospitality for large or important meetings involving clients, prospects, business partners, or company leaders, including room setup, refreshments, signage, guest assistance, and post-meeting reset. • Support the front desk and serve as backup for routine reception activities, including temporary badges, visitor management, and Home Office Visit (HOV) coordination. • Coordinate or support FunSquad activities and other office events, including basic planning, setup, onsite support, and post-event reset. • Provide local support for supplies, furniture requests, office equipment coordination, and workplace amenities. • Assist with new-hire workspace readiness and other approved local onboarding support. Vendor and Service Coordination • Coordinate routine local services with approved vendors, including janitorial, refreshments, maintenance, shipping, and other workplace support. • Confirm completion of scheduled services and report deficiencies to Facilities leadership. • Maintain professional working relationships with vendors and building management. Safety and Security Support • Report workplace hazards, facilities concerns, and security-related observations to the appropriate team. • Support emergency preparedness activities and local workplace safety initiatives. • Maintain awareness of life-safety equipment locations and report observed deficiencies. • Coordinate with Corporate Security and Facilities leadership during building-related incidents as directed. Administrative Responsibilities • Support basic office mail and package processes, including receiving, sorting, routing, and preparing routine outgoing items. • Assist with purchase orders and requisitions using established approval and purchasing processes. • Maintain accurate records of service requests, walkthroughs, inventory, and vendor activity. • Assist with local office documentation and routine operational reporting. • Support enterprise initiatives and perform other related duties as assigned, based on business needs and direction from Facilities leadership. • Follow company policies, procedures, workplace standards, and established approval processes.
What You Need to Have Education • High school diploma or equivalent required. • Associate degree or facilities-related coursework preferred.
Experience • One to three years of experience in customer service, facilities, office services, hospitality, mail services, or workplace support preferred. • Experience using a service ticketing system preferred. • Experience supporting office operations or coordinating vendors preferred.
Skills • Strong customer service, hospitality, organization, and problem-solving skills. • Professional verbal and written communication skills. • Ability to manage multiple priorities and follow through on assigned work. • Basic understanding of workplace or facilities operations. • Proficiency with Microsoft Outlook, Word, Excel, and Teams. • Ability to move office supplies and equipment within established safety guidelines and any role-specific physical requirements.
About Us
About Us
What we give you in return:
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 fostering.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
- Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
- Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
About Cetera
Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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