Financial Advisory Operations Assistant

TEKsystems; Saint Cloud (MN); Hybrid; USD 28,000 - 29,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) Retirement Plan

Life Insurance

Short/Long-term disability

Health Spending Account

Job summary

TEKsystems in Saint Cloud, MN is hiring an Advisory Assistant on a contract-to-hire basis. You will build models and enter proposal information in the advisory platform, using MS Excel and Pivot Tables. The role requires attention to detail and the ability to learn quickly in a high-volume environment.

Ideal candidates are entry-level to early-career with 1–2 years of professional experience; financial services background is not required. This hybrid role offers a pathway to permanent employment.

Qualifications

• Entry-level to early-career candidates.
• Approximately 1 to 2 years of professional experience preferred.
• Financial services experience is not required.

Responsibilities

• Process operational work items and forms.
• Complete repetitive transaction-based workflows.
• Update information across internal systems.
• Support conversion-related activities.
• Adapt to evolving procedures in a newer operational department.

Skills

Customer service

Data entry

Detail oriented

Administration

High-volume processing

Tools

MS Excel

Pivot Tables

Microsoft Office

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 service, Office suite, computer proficiency, detail oriented, Administration, operation support, data entry, processing experience, processing high volume, processing accounts, financial services, wealth management, Account opening, Billing operations, financial

Top Skills Details

• Customer service,Office suite,computer proficiency,detail oriented,Administration,operation support,data entry,processing experience,processing high volume,processing accounts

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 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 Sep 4, 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.