Advisory Operations

Job Description

Job Description

Description

This is an Operations Coordinator in the Brokerage Operations area. Verify advisory paperwork for accuracy, completeness, and correct signatures. Set up new accounts in internal platforms for advisor use. Process paperwork initially; later handle some advisor outreach by phone. Maintain and update advisory accounts across Cetera programs. Meet SLAs and performance metrics with guidance from Team Leads. Respond to inquiries via Salesforce, email, mail, and phone. Research and resolve complex cases and communicate escalations clearly. Use key systems such as Docupace, NetX360, AdviceWorks, MAA, Salesforce, SmartWorks. Support financial planning operations and partner with internal teams including Compliance. Handle low–mid level escalations and ensure regulatory procedures are followed.

Skills

Data Entry, Administrative, Customer Service, Processing, Operation, Administration, Office suite, Email, Insurance, Financial services

Top Skills Details

Data Entry,Administrative,Customer Service,Processing,Operation,Administration,Office suite

Additional Skills & Qualifications

High School Diploma or equivalent is required. 1+ years of working in an office environment. 1+ years of working with MS Office Preferred: 6+ months of financial operations experience 6+ months bank teller experience 6+ months of Legal/Paralegal experience

Experience Level

Entry Level

Job Type & Location

This is a Contract to Hire position based out of Saint Cloud, MN.

Pay and Benefits

The pay range for this position is $19.00 - $20.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• 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)

Workplace Type

This is a fully onsite position in Saint Cloud,MN.

Application Deadline

This position is anticipated to close on Jun 10, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.