Operations Associate Financial Services
About the role
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.
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
Requirements
- High School Diploma or GED
- 1+ years of experience working with Microsoft Office
Qualifications
- 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
Skills
- Office/professional work experience
- Detail oriented
- Data entry
- Document review
- Administrative skills
- Customer support
- Excel pivot tables
- Excel
- Banking
- Financial services
- Medical records management
- Medical billing software
- Document management system
- Office suite
Pay
The pay range for this position is $20.00 – $20.00/hr. Individual compensation offered within this range will depend on qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Schedule
This is a fully onsite position 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.