Operations Coordinator Brokerage Operations (Hybrid), Saint Cloud

Operations Coordinator

A growing financial services organization is seeking an Operations Coordinator to join its Brokerage Operations team. In this role, you'll support financial advisors by processing account paperwork, maintaining client accounts, and ensuring compliance across advisory platforms. This is a great opportunity for someone with office experience and strong attention to detail who wants to build a career in financial services.Full-Time | MondayFriday | 8:00 AM

5:00 PM Key Responsibilities

Account Processing: Review advisory paperwork for accuracy, completeness, and required signatures Account Setup: Establish new accounts within internal systems for advisor use Account Maintenance: Update and manage client advisory accounts across various programs Client&Advisor Support: Respond to inquiries via Salesforce, email, mail, and phone Reporting&Compliance: Ensure all work meets SLAs, performance metrics, and regulatory standards Issue Resolution: Research and resolve complex cases; escalate issues clearly when needed Cross-Team Collaboration: Partner with Compliance and other internal teams to support operations Escalation Handling: Manage low- to mid-level issues while maintaining strong communicationRequired Qualifications

High School Diploma or equivalent 1+ year of experience in an office or administrative environment 1+ year of experience using Microsoft Office Strong attention to detail and organizational skills Ability to manage multiple tasks and meet deadlines Clear communication and problem-solving skillsWork Environment

Hybrid schedule: Onsite 4 days/week (MonThurs) initially Opportunity for increased remote flexibility (23 days/week) upon permanent hire Office cubicle setting Collaborative, outgoing team of 6 with strong support from leadership Why Join Us? (Employee Value Proposition)

Supportive leadership focused on employee growth and development Expanding organization with strong internal mobility opportunities Exposure to multiple areas of financial services operations Training, mentorship, and career advancement pathways Job Type&Location

This is a Contract to Hire position based out of Saint Cloud, MN. Pay and Benefits

The pay range for this position is $19.00 - $20.00/hr. 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)