Operations Associate Financial Services

TEKsystems • Saint Cloud, MN

9d • $20 - $20 • Onsite

About The Position

The Operations Associate will support the Account Transfers team in St. Cloud, MN. This team is responsible for transferring client assets into and out of the firm through both electronic and paper-based processes. Daily responsibilities include reviewing documentation, processing transactions, entering data, validating information for accuracy, monitoring transfer requests, and supporting operational workflows. Some processes are manual while others are automated. The role requires strong attention to detail and the ability to learn multiple systems and procedures. The ideal candidate will have prior office experience, demonstrate accuracy in their work, ask thoughtful questions, and be comfortable working in a team environment. Financial services experience is not required, although banking or related administrative experience is beneficial. This position is fully onsite in St. Cloud, MN, Monday through Friday from 8:00 AM to 4:30 PM. Candidates must be willing to work in-office throughout the duration of the assignment.

Requirements

• High School Diploma or GED
• 1+ years of experience working with Microsoft Office

Nice To Haves

• Bachelor’s Degree
• 1+ years of experience in the financial services industry
• 1+ years of experience processing in a high volume and deadline driven environment
• High attention to detail; the ability to process work accurately and meet deadlines
• Ability to work independently and think critically exercising good judgment
• Excellent problem resolution, organizational, and follow-up skills
• Strong professional communication; ability to develop positive working relationships
• Ability to embrace change and work in a fast-paced environment

Responsibilities

• Process daily work associated with your department which may include asset movement, account transfers, or new account set-up and maintenance
• Process routine and complex transactions in an accurate, timely and efficient manner
• Proactively work to identify, interpret and resolve potential problems
• Independently follow procedures to meet service level agreements and achieve quality metrics
• Learn, use and support various financial products, software and systems
• Comply with company policies and regulatory requirements

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED