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Description

They will manage/process paperwork coming in a queue, and tracking via a live Microsoft Excel document. They will work in multiple computer systems at one time. • Provide operational procedures to the advisors to ensure accuracy of the sales process. • Coding on the investment side ensuring accuracy of data input • Support new product or program roll-outs • Become a subject matter expert on the Cetera Advisory platforms, including proposal tools, trading tools and performance tools. • Review documents for accuracy and completeness • Coding and reconciliation between multiple vendor platforms ensuring accuracy • Processing requests for trading of accounts, manager updates, and account closures • Maintain accurate client & account records in our account systems • Monitor reports to oversee account set up, maintenance, & activity • Other duties as assigned. Training can take 6-8 weeks.

Skills

administrative support, microsoft excel, Word

Top Skills Details

administrative support,microsoft excel,Word

Additional Skills & Qualifications

Must haves: • High School Diploma or GED • 1+ year of MS Excel Looking for entry level candidates

Experience Level

Entry Level

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)

Workplace Type

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

Application Deadline

This position is anticipated to close on Jul 18, 2025.

h4>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.