Advisory Operations Assistant
About The Position
The Advisory Operations Assistant processes daily department work for a large financial services company. Work may include asset movement, account transfers, and new account setup and maintenance. The role processes routine and complex transactions accurately, promptly, and efficiently; identifies and resolves potential problems; follows procedures to meet service-level agreements and quality metrics; and learns, uses, and supports financial products, software, and systems. The employee must comply with company policies and regulatory requirements. This is a contract-to-hire position based onsite in St. Cloud, Minnesota, with a Monday through Friday schedule from 8:00 a.m. to 4:30 p.m. The pay range is $19.00–$20.00 per hour. The posting states that eligible benefits for this temporary role may include medical, dental, and vision coverage; critical illness, accident, and hospital coverage; a 401(k) retirement plan; life insurance; short- and long-term disability; a health spending account; transportation benefits; an employee assistance program; and paid time off or other leave. Eligibility and terms may vary.
Requirements
- At least one year of professional work experience, or a completed associate's or bachelor's degree.
Responsibilities
- Process daily department work, which may include asset movement, account transfers, or new account setup and maintenance.
- Process routine and complex transactions accurately, timely, and efficiently.
- Proactively identify, interpret, and resolve potential problems.
- Follow procedures independently to meet service-level agreements and achieve quality metrics.
- Learn, use, and support financial products, software, and systems.
- Comply with company policies and regulatory requirements.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Critical illness, accident, and hospital coverage
- 401(k) retirement plan with pre-tax and Roth post-tax contributions available
- Life insurance, including voluntary life and AD&D coverage for the employee and dependents
- Short- and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time off or leave, including PTO, vacation, or sick leave
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
