Operations Associate Financial Services

Job Description

Job Description

Description

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.

What you will do:

• 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

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

Top Skills Details

Office/professional work experience,detail oriented,data entry,document review,administrative skills,customer support

Additional Skills & Qualifications

What you need to have:

• High School Diploma or GED

• 1+ years of experience working with Microsoft Office

Really catch our eye with:

• 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

Our top performers share the following 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

Experience Level

Entry Level

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

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.

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)

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

This position is anticipated to close on Sep 4, 2026.

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.

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.