Top 260 Finance & operations coordinator Jobs in New Hope, Mn

Investment Operations Coordinator
Waycrosse —Wayzata, MN
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
HR & Independent Contractor Relations Coordinator
Dash Express —Minneapolis, MN
- $60,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Project management
- Health insurance
- Dental insurance
Quick Apply
4d
Warehouse Logistics/Fulfillment/Shipping Coordinator
RH Power Inc —Fridley, MN
- $20 - $25 an hour
- Full-time
- Customer service
- Mid-level
- Forklift
- Health savings account
- Health insurance
Quick Apply
4d
Drayage Logistics Coordinator
KTI- The Transportation People —Golden Valley, MN
- $49,000 - $50,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Bilingual Customer Service & Logistics Coordinator (Korean/English)
Pathway Intermediates USA —Eden Prairie, MN
- $50,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- English
- Office
- Health savings account
- Health insurance
Quick Apply
12d
Logistics Coordinator
Auto Driveaway Transport Logistics —Edina, MN
- $18 - $20 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Inventory Control Coordinator
TriMark USA —Rogers, MN
- $21 - $24 an hour
- Email
- Background check
- Microsoft Outlook
- Military
- Health insurance
- Dental insurance
Quick Apply
5d
Equipment Coordinator - 30454_S
BEPC Inc —Minneapolis, MN
- $19 - $22 an hour
- Full-time
- Microsoft Excel
- Schematics
- Warehouse experience
- Health insurance
- Dental insurance
Quick Apply
1d
Inventory Control Coordinator
TriMark USA —Rogers, MN
- $21 - $24 an hour
- Email
- Background check
- Microsoft Outlook
- Military
- Health insurance
- Dental insurance
Quick Apply
5d
Budget Coordinator
City of St. Louis Park, MN —Saint Louis Park, MN
- $112,070 - $140,087 a year
- Full-time
- Mid-level
- Office
- 3 years
3d
Unit Operations Coordinator
Children's Minnesota —Coon Rapids, MN
- $21.78 - $31.11 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Writing skills
- Health insurance
- Dental insurance
Volunteer Services Coordinator
HealthPartners —Saint Louis Park, MN
- $21.36 - $32.04 an hour
- Full-time
- Hospital
- Entry level
- Health insurance
5d
Operations Coordinator
TRELLIS MANAGEMENT CO —Minneapolis, MN
- $65,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Disability insurance
Quick Apply
1d
Transportation Coordinator I
Medica Services Company LLC —Minnetonka, MN
- $37,600 - $64,400 a year
- Office
- Administrative experience
- High school diploma or GED
- Commuter assistance
- Paid holidays
Dean's Office Administrative Coordinator
University of Minnesota —Minneapolis, MN
- Online Application
- Background check
- Google Workspace
- Computer literacy
Operations Coordinator
Wold Architects Inc —Minneapolis, MN
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Analysis skills
- Paid parental leave
- Health savings account
Quick Apply
Governance and Communications Coordinator - State Prog Admin Coordinator
State of Minnesota - Children Youth & Families Dept —Saint Paul, MN
- $37.91 - $56.39 an hour
- Full-time
- Hybrid work
- Public speaking
- Presentation skills
- Continuous improvement
- Paid parental leave
- Paid holidays
9d
Sales Coordinator
Martin Marietta —Maple Grove, MN
- $50,000 - $62,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- AD&D insurance
10d
Marketing, Development and Public Relations Coordinator - Communications Specialist 2
State of Minnesota - Natural Resources Dept —Saint Paul, MN
- $29.76 - $43.69 an hour
- Weekends as needed
- Hybrid work
- Background check
- 18 years or older
- Marketing
- Paid parental leave
- Paid holidays
10d
Sr Operations Work Coordinator
Xcel Energy —Edina, MN
- $33.90 - $47.43 an hour
- High school diploma or GED
- Analysis skills
- Bachelor's degree
- Health savings account
- Paid holidays
5d

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Investment Operations Coordinator

Waycrosse
Wayzata, MN

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Bachelor's degree

Full Job Description

Company Overview

Established over 60 years ago, Waycrosse, Inc. is a single-family office based in Wayzata, MN with approximately 70 employees. We provide comprehensive wealth management services to our clients including facilitating legal services, tax, insurance and investments. We are passionate about being the most trusted partner to our clients and look for individuals who can deliver outstanding service with the utmost confidentiality. If you are looking for a workplace that fosters an inclusive culture, strives to attract, develop and retain top caliber talent through competitive rewards, we would like to meet you.

Position Overview

The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse in general. The Coordinator adheres to a business-day schedule ensuring every deliverable is completed accurately, on time, and in accordance with published policies and procedures (“P&Ps”). The role requires strong organization, disciplined time management, attention to detail, and clear communication with internal stakeholders, custodians, external vendors, and other external stakeholders as necessary.

Key Areas of Responsibility

General

Learn and effectively utilize investment operations systems in conjunction with relevant processes (i.e. trade entry, reconciliation, reporting).
Execute investment operations processes and workflows; support automation and efficiency enhancements.
Actively participate in department meetings, projects, and initiatives; serve as backup to other team members as needed.
Maintain department P&Ps and ensure documentation is stored appropriately within document management software.
Organize and monitor department meetings, projects, schedules, and action items to ensure timely and accurate deliverables.
Own and maintain a variety of time sensitive departmental processes with ability to prioritize department and organizational deadlines.

Support Monthly Partnership Accounting Process

Complete transfer documentation & related activities.
Verify completed transfers for accuracy with custodian, investment managers, and fund administrator.
Organize and maintain documentation and records in document management system(s).
Export data from fund administration system and import cash flows to portfolio accounting trade blotter.
Maintain documentation in document management system(s).

General Support of Investment Operations & Waycrosse

Perform ad hoc projects and special reporting as requested or identified.
Serve as backup to investment operations colleagues or processes.
Coordinate Investment Advisory Council (IAC) meetings, including the preparation and distribution of meeting materials; serve as liaison to the IAC.
Prepare investment subscription documents for investments. Collaborate with legal team to complete anti-money laundering, know your client (KYC), and other questionnaires and documentation.

Data Integrity, Reconciliation, & Miscellaneous Support

Utilize internal and external systems to affirm data accuracy for a variety of processes.
Contribute to process improvement, automation, and P&P development initiatives to benefit the overall operations of Waycrosse.
Coordinate & maintain tracking of monthly and quarterly statements.

Administrative Support

Assist in coordinating meetings, generating materials, and maintaining on time deliverables.
Maintain timely and accurate records for authorized signers, entities, and other investment related documentation.
Provide administrative support to the investment operations and research teams, such as maintaining calendars and preparing expense reports.

Professional Qualifications

Bachelor’s degree required. Business, finance, accounting focus a plus.
2+ years’ work experience required, preferably in financial or professional services supporting investment operations or financial reporting.
Highly proficient in Microsoft applications including PowerPoint, Word, Excel, SharePoint, Teams, and Outlook. Experience with accounting, investment, CRM, RMS, document management systems a plus.

Demonstrated ability to follow, maintain, and improve policies, procedures, workflows and process documentation.
Strong analytical skills with the ability to review data, identify discrepancies and ensure accuracy across systems and records.
Exceptional verbal, written, and presentation skills.
Strong attention to detail, initiative, work ethic, and a positive attitude.
Ability to work effectively both independently and as part of a team.
Ability to balance multiple priorities, projects, and deadlines.
Ability to maintain a high level of integrity and discretion when handling confidential information.

Ability to manage and complete a high volume of tasks and projects independently.

Working Conditions

The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common.

Hybrid Work Environment

We operate a hybrid work environment. Employees are required to be in the office on Wednesdays and a minimum of two other days per week, for a total of three days in office and two days remote. During the first 30 days of employment, in-office work is expected to ensure effective onboarding, collaboration, and relationship building. This work arrangement is subject to change at the discretion of Waycrosse.

Benefits Overview

Waycrosse, Inc. provides employees with a comprehensive benefit program including but not limited to medical, dental, life, vision, retirement (401K), and disability plans.

Please no solicitation from recruiters and agencies.

Quick Apply

Refine Your Search

finance & operations coordinator jobs in new hope, mn

Investment Operations Coordinator

HR & Independent Contractor Relations Coordinator

Warehouse Logistics/Fulfillment/Shipping Coordinator

Drayage Logistics Coordinator

Bilingual Customer Service & Logistics Coordinator (Korean/English)

Logistics Coordinator

Inventory Control Coordinator

Equipment Coordinator - 30454_S

Inventory Control Coordinator

Budget Coordinator

Unit Operations Coordinator

Volunteer Services Coordinator

Operations Coordinator

Transportation Coordinator I

Dean's Office Administrative Coordinator

Operations Coordinator

Governance and Communications Coordinator - State Prog Admin Coordinator

Sales Coordinator

Marketing, Development and Public Relations Coordinator - Communications Specialist 2

Sr Operations Work Coordinator

I want to receive the latest job alert for finance & operations coordinator in new hope, mn

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