Operations Assistant

Overview

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.

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

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)

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

This position is anticipated to close on Sep 7, 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.