Financial Operations Specialist

The Planet Group; Saint Cloud (MN); On-site; USD 38,000 - 52,000; Full time

Job summary

The Planet Group is seeking a detail-oriented financial services professional to process daily workflows, including asset movement, transfers, and new accounts. You will ensure accuracy and timeliness across routine and complex transactions while upholding compliance and quality standards.

Ideal candidates will have a Bachelor’s or higher, with 1+ years in financial services and proficiency in Microsoft Office.

Qualifications

• Bachelor’s degree required.
• High School Diploma or GED accepted.
• 1+ years in financial services.
• 1+ years processing in high-volume, deadline-driven environments.

Responsibilities

• Process daily work such as asset movement, account transfers, and new account setup and maintenance.
• Handle routine and complex transactions accurately, timely, and efficiently.
• 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

Microsoft Office

Education

Bachelor’s Degree

High School Diploma or GED

Job description

The Planet Group is seeking a detail-oriented financial services professional to process daily workflows, including asset movement, transfers, and new accounts. You will ensure accuracy and timeliness across routine and complex transactions while upholding compliance and quality standards.

Ideal candidates will have a Bachelor’s or higher, with 1+ years in financial services and proficiency in Microsoft Office.