Top 161 Finance operations occupations Jobs in Shoreview, 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
Chief Compliance Officer
Gradient Financial Group —Arden Hills, MN
- $100,000 - $200,000 a year
- 8 hour shift
- Hybrid work
- Office
- Bachelor's degree
- Continuous improvement
- Paid holidays
- Health insurance
Quick Apply
8d
Senior Compliance Officer
Gradient Financial Group —Arden Hills, MN
- $75,000 - $150,000 a year
- 8 hour shift
- Hybrid work
- 5 years
- Office
- Supervising experience
- Paid holidays
- Health insurance
Quick Apply
8d
Financial Crimes Specialist 3
Motion Recruitment —Minneapolis, MN
- Contract
- Mid-level
- SharePoint
- Communication skills
8d
Fraud Manager
TRUSTONE FINANCIAL CREDIT UNION —Plymouth, MN
- $73,500 - $90,000 a year
- Full-time
- 5 years
- Pass drug screening
- Office
- Profit sharing
- Paid holidays
Quick Apply
9d
Wire Desk Operations II
Premier Bank —Maplewood, MN
- $20 - $25 an hour
- Full-time
- Mid-level
- Office
- Typing
- Health savings account
- Health insurance
Quick Apply
3d
Banking Analyst
Target —Brooklyn Park, MN
- $58,100 - $104,600 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Associate Investment Operations Analyst
Thrivent Financial for Lutherans —Minneapolis, MN
- $63,741 - $86,238 a year
- Full-time
- Office
- Finance
- Analysis skills
- Paid parental leave
- Health savings account
Quick Apply
Senior Manager, Advisory Operations
Royal Bank of Canada —Minneapolis, MN
- $90,000 - $160,000 a year
- Full-time
- Office
- Analysis skills
- Accounting
- Disability insurance
- Health insurance
Alternative Investment Product Operations Specialist
U.S. Bank National Association —Saint Paul, MN
- $92,820 - $109,200 a year
- Full-time
- Microsoft Excel
- 6 years
- Mid-level
- Paid holidays
- Disability insurance
Trader, Operations
Osaic —Oakdale, MN
- $60,000 - $65,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Production Operations Associate I
FIS Global —Eagan, MN
- Full-time
- Computer literacy
- Pass drug screening
- High school diploma or GED
Energy Finance Operations, Senior Supervisor
Cargill —Wayzata, MN
- $100,000 - $130,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Contracts
- Health insurance
Operations Specialist I - Trade Support
Royal Bank of Canada —Minneapolis, MN
- $50,000 - $80,000 a year
- Full-time
- Microsoft Access
- Microsoft Outlook
- Data analysis skills
- Disability insurance
- Health insurance
2d
Fleet Operations & Finance Supervisor
Element Fleet Management —Minneapolis, MN
- $75,500 - $103,840 a year
- Email
- Background check
- ERP systems
- Office
- Tuition reimbursement
- Paid time off
Fraud Analyst
U.S. Bank National Association —Minneapolis, MN
- $119,765 - $140,900 a year
- Full-time
- Office
- 8 years
- SQL
- Paid holidays
- Disability insurance
5d
IA Processing Specialist
Osaic —Oakdale, MN
- $53,000 - $55,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
10d
Service Operations Specialist
Ameriprise Financial —Minneapolis, MN
- $26.15 - $35.96 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- US work authorization
- Dental insurance
- 401(k)
Client Associate/Registered Client Associate
Royal Bank of Canada —Stillwater, MN
- $40,000 - $70,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Custody Operations Analyst (multiple levels)
U.S. Bank National Association —Saint Paul, MN
- $64,855 - $76,300 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance

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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 occupations jobs in shoreview, mn

Investment Operations Coordinator

Chief Compliance Officer

Senior Compliance Officer

Financial Crimes Specialist 3

Fraud Manager

Wire Desk Operations II

Banking Analyst

Associate Investment Operations Analyst

Senior Manager, Advisory Operations

Alternative Investment Product Operations Specialist

Trader, Operations

Production Operations Associate I

Energy Finance Operations, Senior Supervisor

Operations Specialist I - Trade Support

Fleet Operations & Finance Supervisor

Fraud Analyst

IA Processing Specialist

Service Operations Specialist

Client Associate/Registered Client Associate

Custody Operations Analyst (multiple levels)

I want to receive the latest job alert for finance operations occupations in shoreview, mn

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