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Jobs · Finance · Minnesota

Operations Associate Financial Services

TEKsystems · St Cloud, MN · Yesterday
On-siteFinance$20/hrContract

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.

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
  • 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

Traits

  • 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

Schedule

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.

Pay

The pay range for this position is $20.00 - $20.00/hr. Individual compensation offered for this position within this range will depend on many factors, including 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)

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