Associate, Operations; Temporary

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This is a temporary role expected to last approximately 1 month, starting as soon as possible, with potential for extension based on business needs.

• Detail‑Oriented:
  You catch the small things others might miss and take pride in delivering error‑free work
• Dependable:
  You follow through on your commitments and meet tight deadlines with confidence
• Collaborative:
  You work well with others and are eager to support your team

As a Temporary Operations Associate, you will help manage documentation workflows, organize client data, and support the intake and execution of sensitive financial materials. Your accuracy and follow‑through will directly support the firm’s ability to meet tight deadlines and deliver outstanding service to clients.

• Process client paperwork via Docu Sign and other onboarding tools, ensuring accuracy and timely execution
• Upload, organize, and maintain client records in Salesforce and internal systems
• Assist in intake and processing of financial documents for client onboarding and service requests
• Communicate and collaborate with team members to meet deadlines
• Protect the confidentiality and security of client information
• Provide support for additional administrative tasks as needed

• High school diploma or GED required;
  Associate’s or Bachelor’s degree (or enrollment in one) in Business, Finance, or related field preferred
• 1–2 years of experience in an administrative or operational support role, ideally within financial or professional services is preferred
• Familiarity with Docu Sign and CRM platforms (e.g., Salesforce) preferred
• Exceptional attention to detail and accuracy
• Strong organizational and time‑management skills
• Clear written and verbal communication
• A professional and discreet demeanor
• Must be authorized to work in the United States
• Successful completion of a credit and criminal background check is required

The estimated hourly rate for this role is $25.00 per hour +$10.00 daily parking stipend for each day on‑site. This role is also eligible for Employee Sick & Safe Time (ESST). For more details on ESST, visit the Minnesota Department of Labor and Industry’s website.

At North Rock Partners, we help people reach their potential through impactful advice. Our Personal Office® model integrates financial and lifestyle guidance tailored to each client’s unique goals.

We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process. Contact Peo for assistance.