IRA Operations Associate - Now Hiring

Now Hiring for an IRA Operations Associate for a large financial services company in St. Cloud, MN!!

Description

This role is to support the IRA Operations team during year-end and tax-season volume. The role will focus on reviewing and processing IRA-related transactions, validating documentation, and coordinating with advisors regarding account requirements.

Responsibilities include reviewing outgoing and internal transaction requests, ensuring proper tax-withholding elections and documentation are in place, responding to advisor inquiries primarily through email, tracking outstanding requests, and maintaining accuracy within NetX and related systems.

What you will do:

Process daily work associated with your department which may include asset movement, account transfers, or new account set-up and maintenance

Process routine and complex transactions in an accurate, timely and efficient manner

Proactively work to identify, interpret and resolve potential problems

Independently follow procedures to meet service level agreements and achieve quality metrics

Learn, use and support various financial products, software and systems

Comply with company policies and regulatory requirements

Qualifications

1+ year of any type of customer service experience

OR 

Associate's or Bachelor's degree completed 

Schedule

Monday-Friday, 8am-430pm 

100% in office in St. Cloud

#centralpriority26

Job Type & Location

This is a Contract position based out of St. Cloud, MN.

The pay range for this position is $20.00 - $22.00/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)

This is a Contract position based out of St. Cloud, MN.

This position is anticipated to close on Nov 10, 2026.

This is a fully onsite position in St. Cloud,MN.

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

Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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.