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TEKsystems

Financial Advisory Operations Assistant

Entry-Level JobVerifiedNo experience needed

Career Insights for Financial Planner / Investment Consultant

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Based on Minnesota data

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$102,796 / year median in Minnesota

+0% projected growth

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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.

Benefits

  • Paid Time Off (PTO)
  • Sick Leave
  • 401(k) Plans
  • Other Retirement and Savings