Financial Operations Associate

Palmer Group; Saint Cloud (MN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401k

Health insurance

ESOP

Career growth opportunities

Job summary

Palmer Group seeks a motivated Financial Operations Associate to support daily account processing and maintain high-quality standards in a fast-paced environment.

The role focuses on handling daily transactions, ensuring accuracy, and collaborating with internal teams to deliver exceptional client service while adhering to regulatory and internal guidelines.

Qualifications

• High school diploma or GED required.
• Bachelor's degree preferred.
• 1+ years of experience in financial services preferred.
• Strong attention to detail and problem-solving abilities.

Responsibilities

• Process daily operational tasks including account setup, maintenance, transfers, and asset movement activities.
• Complete routine and complex transactions efficiently and accurately.
• Review work for accuracy and identify discrepancies before processing.
• Research, troubleshoot, and resolve operational and account-related concerns.
• Follow established procedures, SLAs, and quality standards.
• Utilize financial systems and internal tools to complete work efficiently.
• Maintain compliance with company policies and regulatory requirements.
• Collaborate with team members and business partners to ensure exceptional service.

Skills

Attention to detail

Microsoft Office

Communication

Multitasking

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

Microsoft Office

Job description

Join a fast-paced financial services team where accuracy, problem-solving, and attention to detail drive real impact. We are seeking a motivated, dependable Financial Operations Associate to support our client's daily account processing, maintain high-quality standards, and deliver exceptional service to clients and internal partners.

This role processes a variety of financial transactions, account activities, and operational requests in a high-volume environment. This role requires strong attention to detail, critical thinking, and the ability to manage multiple priorities while meeting deadlines and quality standards. If you are detail-oriented, dependable, and enjoy working in a fast-paced environment where your work directly contributes to operational success, we'd love to hear from you!

Work Model:

• On-Site

What You Will Do:

• Process daily operational tasks including account setup, maintenance, transfers, and asset movement activities
• Complete routine and complex transactions efficiently and accurately
• Review work for accuracy and identify potential discrepancies or issues before processing
• Research, troubleshoot, and resolve operational and account-related concerns
• Follow established procedures, service level agreements, and quality standards
• Utilize financial systems, software applications, and internal tools to complete work efficiently
• Maintain compliance with company policies, procedures, and regulatory requirements
• Collaborate with team members and business partners to ensure exceptional customer service and operational excellence

What You Will Need to Be Successful:

• High School Diploma or GED
• Minimum of 1 year of experience using Microsoft Office applications
• Strong attention to detail, problem-solving abilities, and commitment to accuracy
• Ability to prioritize tasks and meet deadlines in a fast-paced environment
• Excellent organizational, communication, and follow-up skills
• Ability to work independently, exercise sound judgment, and build positive working relationships across teams
• A proactive, self-motivated approach to work with a willingnessto embrace change
• Bachelor's Degree (preferred)
• 1+ years of experience within the financial services industry (preferred)
• Experience working in a high-volume, deadline-driven processing environment (preferred)
• Familiarity with financial products, account maintenance, and transaction processing (preferred)

Benefits Overview:

• 401k
• Major health insurances
• Employee Stock Ownership Plan(ESOP)
• Click here for a complete list of benefits
• The opportunity to build a career in the financial services industry
• A dynamic and collaborative team environment
• Professional development and growth opportunities
• Meaningful work supporting critical client and business operations

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