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.

• 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.

• 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.

• Hybrid schedule:
  Onsite 4 days per week (Mon‑Thurs) initially.
• Opportunity for increased remote flexibility (2‑3 days per week) upon permanent hire.
• Office cubicle setting.
• Collaborative, outgoing team of 6 with strong support from leadership.

• 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.

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

Pay range: $19.00 – $20.00 per hour.

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 fully onsite position in Saint Cloud, MN.

This position is anticipated to close on Jun 10, 2026.

Equal Opportunity

Employer:

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.