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Financial Operations Associate
Job Description
Financial Operations Associate
Palmer Group
- Saint Cloud, MN
Palmer Group - September 29, 2026
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 willingness to 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 (opens in new tab) )
- Click here (opens in new tab) 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 Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email resumes@thepalmergroup.
com. #ZR
ADDITIONAL DETAILS
Job Id:
6935368239
Job URL:
https://jobs.thepalmergroup.com/job/46059-financial-operations-associate-minnesota/
Job State:
MN
Job Lat:
45.52669906616211
Job Lng:
- 94.
17109680175781
Job County:
Stearns County
Job Education:
Some college, no degree
Job Skills:
Ability To Meet Deadlines
Job Hash:
4493051858
Benefits
- 401(k) Plans
- Professional Development
- Employee Stock Options (ESOs)
- Health Insurance