Operations Associate

Dahl Consulting; Saint Cloud (MN); On-site; USD 28,000 - 29,000; Full time

Benefits offered by this job

Benefits package

Job summary

Dahl Consulting is seeking an Operations Associate to support day-to-day processing and maintenance of investment accounts in St. Cloud, MN. This contract-to-hire role requires meticulous, detail-oriented work and a drive to build a career in financial services operations.

You'll process various operational tasks, handle routine and complex transactions, ensure accuracy, and maintain compliance with company policies and regulatory standards while collaborating with internal teams.

Qualifications

• High School Diploma or GED is required.
• At least 1 year of experience with Microsoft Office (Outlook, Word, Excel).

Responsibilities

• Process daily operational tasks supporting investment accounts.
• Execute transactions with accuracy and timeliness.
• Identify and help resolve discrepancies proactively.
• Follow established procedures to meet performance metrics.
• Learn, use, and support multiple financial systems and platforms.
• Ensure compliance with company policies and regulatory requirements.

Skills

Microsoft Office

Education

High School Diploma or GED

Job description

Job Description

Job Description

Title : Operations Associate-Financial Services
Location : St. Cloud, MN
Job Type : Contract-to-Hire
Compensation : $20-21/hr
Industry: Financial Services

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About the Role
Our firm is partnering with a well-established organization in the financial services industry to identify an Operations Associate to support the day-to-day processing and maintenance of investment accounts. This role is ideal for someone who thrives in a detail-oriented, fast-paced environment and is eager to build or continue a career in financial services operations.
As an Operations Associate, you will play a key role in ensuring accurate transaction processing while supporting service-level commitments and regulatory standards. Youll collaborate with internal teams, work independently on assigned tasks, and contribute to a high-quality client experience.

Job Description
In this role, you will be responsible for processing a variety of operational tasks that support financial account activity. Your work will include both routine and complex transactions, requiring accuracy, timeliness, and sound judgment.
Key Responsibilities:

• Process daily operational work including asset movement, account transfers, and new account setup and maintenance
• Execute routine and complex transactions efficiently while meeting quality and service-level standards
• Identify, research, and help resolve discrepancies or potential issues proactively
• Follow established procedures independently to meet performance and accuracy metrics
• Learn, use, and support multiple financial products, systems, and software platforms
• Ensure compliance with company policies and applicable regulatory requirements

Qualifications
Required Qualifications:

• High School Diploma or GED
• At least 1 year of experience working with Microsoft Office (Outlook, Word, Excel)

Preferred Qualifications:

• 1+ year of experience in the financial services industry
• 1+ year of experience working in a high-volume, deadline-driven processing environment

Benefits
Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your familys needs. For details, please review the DAHL Benefits Summary:https://www.dahlconsulting.com/benefits-w2fta/.

Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

Company Description

Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.

Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.

Company Description

Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.

Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.