Financial Operations Associate
palmer groupSt Cloud (MN)
About the role
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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