Operations Assistant

Advisory Assistant

We are seeking a detail-oriented Advisory Assistant to join a growing operations team supporting financial advisors and wealth management services. This role is ideal for someone who enjoys structured, process-driven work, learns quickly, and can thrive in a high-volume environment. Financial services experience is not required, making this an excellent opportunity for individuals looking to build experience in a growing industry.

Schedule: In office Mon/Tues and 1st & 3rd Fri of every month

Key Responsibilities

• Process operational work items, account-related forms, and documentation.
• Review, update, and maintain information within internal systems.
• Build models and enter proposal information using the advisory platform.
• Run reports and support ongoing operational activities.
• Complete repetitive transaction-based workflows accurately and efficiently.
• Assist with account processing and conversion-related initiatives.
• Follow documented procedures while adapting to evolving processes.
• Support a high-volume workload with a strong focus on quality and accuracy.

Qualifications

• 1-2 years of professional work experience preferred.
• Strong attention to detail and organizational skills.
• Ability to learn new systems and processes quickly.
• Reliable attendance and dependable work ethic.
• Comfortable working independently in a task-driven environment.
• Proficiency in Microsoft Excel (Pivot Tables)

Why Join Us?

• Opportunity to gain experience within the wealth management and financial services industry.
• Exposure to specialized advisory and custody operations.
• Collaborative and supportive team environment.
• Opportunity to contribute to major business growth and advisor onboarding initiatives.
• Potential for contract-to-hire based on performance and business needs.

If you are detail-oriented, dependable, and interested in building your career in operations or financial services, we encourage you to apply.

Job Type & Location

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

Pay and Benefits

The pay range for this position is $20.00 - $21.00/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)

Workplace Type

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

Application Deadline

This position is anticipated to close on Sep 7, 2026.