Now Hiring for an Advisory Operations Specialist with a large and growing financial services company in St. Cloud, MN!!

Description:

They will manage/process paperwork coming in a queue, and tracking via a live Microsoft Excel document. They will work in multiple computer systems at one time.

• Provide operational procedures to the advisors to ensure accuracy of the sales process.

• Coding on the investment side ensuring accuracy of data input

• Support new product or program roll-outs

• Become a subject matter expert on the Advisory platforms, including proposal tools, trading tools and performance tools.

• Review documents for accuracy and completeness

• Coding and reconciliation between multiple vendor platforms ensuring accuracy

• Processing requests for trading of accounts, manager updates, and account closures

• Maintain accurate client & account records in our account systems

• Monitor reports to oversee account set up, maintenance, & activity

Qualifications:

1+ year of professional work experience

OR

Associate's or Bachelor's degree completed

Shift:

Monday-Friday, 8am-5pm

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.