Annuity Operations Associate

TEKsystems

Saint Cloud (MN)

On-site

USD 28,000 - 29,000

Full time

11 days ago

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Medical, dental & vision
401(k) Retirement Plan – Pre-tax and R
Life Insurance (Voluntary Life & AD&D)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick)

Job summary

TEKsystems is seeking an Operations Associate to provide administrative support for the Annuity Insurance Department in a hybrid role based out of St. Cloud, MN.

Responsibilities include processing daily work, handling journal entries, account processing, and assisting customers via phone, fax, and email. The position requires attention to detail, strong communication, and the ability to multitask across several systems.

Qualifications

  • Administrative, operations, or office experience.
  • Strong attention to detail and organizational skills.
  • Ability to multitask across several systems and monitors.
  • Excellent communication and customer service skills.
  • Comfortable handling phone interactions.
  • Experience in financial services, insurance, or annuities preferred.

Responsibilities

  • Process daily work for the department including asset movement, transfers, or account setup and maintenance.
  • Process routine and complex transactions accurately and timely.
  • Identify, interpret and resolve potential problems proactively.
  • Follow procedures to meet service level agreements and quality metrics.
  • Learn, use and support various financial products, software and systems.
  • Comply with company policies and regulatory requirements.

Skills

Administrative experience
Attention to detail
Multitasking
Communication
Phone handling
Financial services/insurance knowledge

Job description

Description

The Operations Associate is responsible for providing administrative support for the Annuity Insurance Department. The duties include answering phones, making journal entries, account processing, and providing payment solutions. They will respond to internal and external customers via phone, fax, and email. They will be a liaison between customer/financial professionals and institutions including banks, credit unions, and clearing firms. They will perform various account calculations, perform research as needed, and provide phone support for the department.

What you will do:
  • Process daily work associated with your department which may include asset movement, account transfers, or new account set-up and maintenance
  • Process routine and complex transactions in an accurate, timely and efficient manner
  • Proactively work to identify, interpret and resolve potential problems
  • Independently follow procedures to meet service level agreements and achieve quality metrics
  • Learn, use and support various financial products, software and systems
  • Comply with company policies and regulatory requirements
Additional Skills & Qualifications
Qualifications:
  • Administrative, operations, or office experience.
  • Strong attention to detail and organizational skills.
  • Ability to multitask across several systems and monitors.
  • Excellent communication and customer service skills.
  • Comfortable handling phone interactions.
  • Experience in financial services, insurance, or annuities preferred.
Preferred:
  • Financial services operations experience.
  • Experience with process improvement initiatives.
  • office/administrative experience are highly preferred.
  • Retail customer service experience combined with office support experience.
Experience Level

Entry Level

Job Type & Location

This is a Contract position based out of St. Cloud, MN.

Pay and Benefits

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)
Workplace Type

This is a hybrid position in St. Cloud,MN.

Application Deadline

This position is anticipated to close on Aug 28, 2026.

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

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 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.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Operations Associate Financial Services
Operations Associate Financial Services

TEKsystems • Saint Cloud (MN)

On-site
USD 23,000 - 32,000
Medical, dental & vision
401(k) Retirement Plan - Pre-tax and R
Life Insurance
+2
Customer Service Representative – Financial Services
Customer Service Representative – Financial Services

TEKsystems • Fort Mill (SC)

Hybrid
USD 28,000 - 39,000
Medical, dental & vision
401(k) Retirement Plan
Life Insurance
+5
Financial Advisory Operations Assistant
Financial Advisory Operations Assistant

TEKsystems • Saint Cloud (MN)

Hybrid
USD 28,000 - 29,000
Medical coverage
Dental coverage
Vision coverage
+4
Entry Level Operations Associate $18/HR - IMMEDIATE HIRE
Entry Level Operations Associate $18/HR - IMMEDIATE HIRE

TEKsystems • New York (NY)

On-site
USD 25,000 - 37,000
Medical, dental & vision
401(k) plan
Life Insurance
+2
Banking Operations Associate
Banking Operations Associate

TEKsystems • Hillsboro (OR)

On-site
USD 32,000 - 37,000
Medical, dental & vision
401(k) Retirement Plan
Life Insurance
+5
Bilingual Customer Service Rep
Bilingual Customer Service Rep

TEKsystems • Phoenix (AZ)

Hybrid
USD 33,000 - 34,000
Medical, dental & vision
401(k) Retirement Plan
Life Insurance
+5
Account Services Representative - Financial Operations
Account Services Representative - Financial Operations

TEKsystems • Minneapolis (MN)

Hybrid
USD 28,000 - 32,000
Medical, dental & vision
401(k) Retirement Plan
Life Insurance
+5
Client Services Coordinator
Client Services Coordinator

TEKsystems • King of Prussia (PA)

Hybrid
USD 33,000 - 34,000
Medical, dental & vision
401(k) retirement plan
Life Insurance
+2
Financial Customer Service Representative $18/HR - IMMEDIATE HIRE
Financial Customer Service Representative $18/HR - IMMEDIATE HIRE

TEKsystems • New York (NY)

On-site
USD 25,000 - 37,000
Medical, dental & vision
401(k) Retirement Plan
Time Off (PTO)
Insurance Customer Service Representative
Insurance Customer Service Representative

TEKsystems • Troy (MI)

Hybrid
USD 23,000 - 25,000
Medical, dental & vision
401(k) plan
Paid time off
+2