Financial Operations Associate

TEKsystemsSaint Cloud, MN
$20 - $20Onsite

About The Position

A growing financial services organization in St. Cloud is seeking a detail-oriented Processor to join its operations team. This role is ideal for someone with office experience who enjoys working with financial transactions, maintaining accurate records, and supporting back-office operations. The successful candidate will be responsible for processing account-related transactions, ensuring accuracy and compliance, and providing operational support in a fast-paced, collaborative environment.

Requirements

  • High School Diploma or equivalent.
  • Minimum of 1 year of experience working in an office environment.
  • Minimum of 1 year of experience using Microsoft Office applications.

Nice To Haves

  • Opportunity to develop financial services and operations experience.
  • Exposure to a variety of financial products, systems, and processes.

Responsibilities

  • Process daily operational activities, including: Asset movements, Account transfers, New account setup and maintenance
  • Review and process routine and complex transactions accurately and efficiently.
  • Identify, research, and resolve discrepancies or potential processing issues.
  • Follow established procedures to meet service level agreements and quality standards.
  • Utilize various financial products, software applications, and internal systems.
  • Maintain accurate records and documentation.
  • Ensure compliance with company policies, procedures, and regulatory requirements.
  • Support operational workflows while maintaining productivity and attention to detail.
  • Collaborate with team members to achieve departmental goals and service expectations.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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