Operations Coordinator - Brokerage Operations (Hybrid)

Overview A growing financial services organization is seeking an Operations Coordinator to join its Brokerage Operations team. In this role, you'll support financial advisors by processing account paperwork, maintaining client accounts, and ensuring compliance across advisory platforms. This is a great opportunity for someone with office experience and strong attention to detail who wants to build a career in financial services. Full-Time | Monday-Friday | 8:00 AM - 5:00 PM Key Responsibilities + Account Processing: Review advisory paperwork for accuracy, completeness, and required signatures + Account Setup: Establish new accounts within internal systems for advisor use + Account Maintenance: Update and manage client advisory accounts across various programs + Client & Advisor Support: Respond to inquiries via Salesforce, email, mail, and phone + Reporting & Compliance: Ensure all work meets SLAs, performance metrics, and regulatory standards + Issue Resolution: Research and resolve complex cases; escalate issues clearly when needed + Cross-Team Collaboration: Partner with Compliance and other internal teams to support operations + Escalation Handling: Manage low- to mid-level issues while maintaining strong communication Required Qualifications + High School Diploma or equivalent + 1+ year of experience in an office or administrative environment + 1+ year of experience using Microsoft Office + Strong attention to detail and organizational skills + Ability to manage multiple tasks and meet deadlines + Clear communication and problem-solving skills Work Environment + Hybrid schedule: Onsite 4 days/week (Mon-Thurs) initially + Opportunity for increased remote flexibility (2-3 days/week) upon permanent hire + Office cubicle setting + Collaborative, outgoing team of 6 with strong support from leadership Why Join Us? (Employee Value Proposition) + Supportive leadership focused on employee growth and development + Expanding organization with strong internal mobility opportunities + Exposure to multiple areas of financial services operations + Training, mentorship, and career advancement pathways 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.