Financial Advisory Operations Assistant

About the role

The Advisory Assistant will perform a variety of tasks using their advisory platform, with primary responsibility for building models and entering proposal information in the system. Additional duties may include running reports and other operational support tasks.

Responsibilities

• Processing operational work items and forms
• Completing repetitive transaction-based workflows
• Updating information across internal systems
• Supporting conversion-related activities
• Adapting to evolving procedures in a newer operational department
• Working in a high-volume, task-oriented environment

Skills

• Customer service
• Office suite proficiency
• Computer proficiency
• Detail oriented
• Administration
• Operation support
• Data entry
• Processing experience
• Processing high volume
• Processing accounts
• Financial services
• Wealth management
• Account opening
• Billing operations

Qualifications

• Entry-level to early-career candidates
• Approximately 1 to 2 years of professional experience preferred
• Financial services experience is not required

Additional Desired Skills

• Strong reliability and attendance
• Positive attitude and team fit
• Ability to learn repetitive operational processes
• Basic computer proficiency
• Ability to adapt quickly to change
• Strong attention to detail
• Ability to follow documented procedures
• Capability to manage task-based workloads independently

Pay

The pay range for this position is $20.00 – $21.00 per hour. Individual compensation within this range will depend on qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

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)

Schedule

This is a hybrid position based in St. Cloud, MN.