Financial Advisory Operations Assistant

Description

The Advisory Assistant will perform a variety of tasks using their advisory platform. Primary task will be building models and entering proposal information in the system but could also include other tasks such as running reports. The Advisory Assistant must be proficient with MS Excel and have experience with Pivot Tables, a strong attention to detail, and a quick learner.

• Processing operational work items and forms
• Completing repetitive transaction-based workflows
• Updating information across internal systems
• Supporting conversion-related activities
• Adapting to evolving procedures in a newer operational department
• Working in a high-volume, task-oriented environment

• Customer service, Office suite, computer proficiency, detail oriented, Administration, operation support, data entry, processing experience, processing high volume, processing accounts, financial services, wealth management, Account opening, Billing operations, financial

• Customer service,Office suite,computer proficiency,detail oriented,Administration,operation support,data entry,processing experience,processing high volume,processing accounts

• Entry-level to early-career candidates
• Approximately 1 to 2 years of professional experience preferred
• Financial services experience is not required

• Strong reliability and attendance
• Positive attitude and team fit
• Ability to learn repetitive operational processes
• Basic computer proficiency
• Ability to adapt quickly to change
• Strong attention to detail
• Ability to follow documented procedures
• Capability to manage task-based workloads independently

Entry Level

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 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…