Operations Associate

Job Description

Job Description

Title :
Operations Associate-Financial Services
Location :
St. Cloud, MN
Job Type :
Contract-to-Hire
Compensation : $20-21/hr
Industry: Financial Services

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- About the Role
Our firm is partnering with a well-established organization in the financial services industry to identify an Operations Associate to support the day-to-day processing and maintenance of investment accounts. This role is ideal for someone who thrives in a detail-oriented, fast-paced environment and is eager to build or continue a career in financial services operations.
As an Operations Associate, you will play a key role in ensuring accurate transaction processing while supporting service-level commitments and regulatory standards. Youll collaborate with internal teams, work independently on assigned tasks, and contribute to a high-quality client experience.

Job Description
In this role, you will be responsible for processing a variety of operational tasks that support financial account activity. Your work will include both routine and complex transactions, requiring accuracy, timeliness, and sound judgment.
Key Responsibilities:

• Process daily operational work including asset movement, account transfers, and new account setup and maintenance
• Execute routine and complex transactions efficiently while meeting quality and service-level standards
• Identify, research, and help resolve discrepancies or potential issues proactively
• Follow established procedures independently to meet performance and accuracy metrics
• Learn, use, and support multiple financial products, systems, and software platforms
• Ensure compliance with company policies and applicable regulatory requirements

Qualifications
Required Qualifications:

• High School Diploma or GED
• At least 1 year of experience working with Microsoft Office (Outlook, Word, Excel)

Preferred Qualifications:

• 1+ year of experience in the financial services industry
• 1+ year of experience working in a high-volume, deadline-driven processing environment

Benefits
Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your familys needs. For details, please review the DAHL Benefits

Summary:

Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.

Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.

Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.

Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.