Advisory Operations Assistant

TEKsystems; Saint Cloud (MN); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Paid Time Off (PTO)

Job summary

TEKsystems is seeking an Advisory Assistant to perform a range of tasks using the advisory platform. The role emphasizes building models, entering proposal information, and running reports, with strong Excel and Pivot Table skills expected.

This is a contract-to-hire, fully onsite position based in Saint Cloud, MN. The ideal candidate is entry-level to early-career, with 1–2 years of professional experience in financial services viewed as beneficial but not required.

Qualifications

• Proficient in MS Excel with experience using Pivot Tables.
• Ability to learn and adapt to evolving procedures in a newer operational department.
• Strong attention to detail in high-volume, task-oriented environments.

Responsibilities

• 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.

Skills

Customer support

Administrative support

Process workflow

Detail-oriented

Attention to detail

Financial services

Wealth management

Job description

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.

Responsibilities include:

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

Skills

customer support, Administrative support, process workflow, detail-oriented, attention to detail, financial services, wealth management

Additional Skills & Qualifications

Required Experience

Entry-level to early-career candidates

Approximately 1 to 2 years of professional experience preferred

Financial services experience is not required

Desired Skills

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

Experience Level

Entry Level

Job Type & Location

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

Pay and Benefits

The pay range for this position is $20.00 - $22.00/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 jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following:Medical, dental & visionCritical Illness, Accident, and Hospital401(k) Retirement Plan Pre-tax and Roth post-tax contributions availableLife Insurance (Voluntary Life & AD&D for the employee and dependents)Short and long-term disabilityHealth Spending Account (HSA)Transportation benefitsEmployee Assistance ProgramTime Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

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

Application Deadline

This position is anticipated to close on Nov 16, 2026.

Workplace Type

This is a fully onsite position in Saint Cloud,MN.

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.

About TEKsystems and TEKsystems Global Services

Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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 at TEKsystems.com.

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.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.