Top 90 Operations coordinator Jobs in Waconia, 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
Real Estate Operations Coordinator
Endeavor Development —Minneapolis, MN
- $70,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Dental insurance
- 401(k) matching
Quick Apply
11d
Sample Operations Coordinator
Chug Inc./Gems —Eden Prairie, MN
- $48,000 - $53,000 a year
- Full-time
- Oracle
- Inventory management
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
3d
Advancement Admin and Welcome Center Coordinator
Crown College —Saint Bonifacius, MN
- Mid-level
- Office
- University
- Health savings account
- Paid holidays
3d
Operations Coordinator
REIC —Chaska, MN
- $25 - $29 an hour
- Full-time
- Clean driving record
- Mid-level
- Administrative experience
Quick Apply
Operations Coordinator
Life Time —Chanhassen, MN
- $23.50 - $31.75 an hour
- Full-time
- Mid-level
- Bachelor's degree
- Organizational skills
- Disability insurance
- Health insurance
Operations Coordinator
KBR —Plymouth, MN
- $59,000 - $61,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- High school diploma or GED
- AD&D insurance
- Disability insurance
10d
Learning & Talent Operations Coordinator
Padagis LLC —Minneapolis, MN
- $62,000 - $78,000 a year
- Monday to Friday
- Microsoft Excel
- Mid-level
- Office
Quick Apply
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
Customer Care Coordinator
Elevator Services Group —Plymouth, MN
- $25 - $30 an hour
- Office
- Organizational skills
- Communication skills
Quick Apply
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
Operations Program Coordinator
The Bernard Group Inc —Shakopee, MN
- $49,400 - $54,000 a year
- Full-time
- Marketing
- Writing skills
- Continuous improvement
- Paid parental leave
- Disability insurance
Quick Apply
Patient Coordinator at Associated Oral & Maxillofacial Surgeons
Associated OMS —Maple Grove, MN
- $28 - $32 an hour
- Full-time
- Dental office
- HIPAA
- Mid-level
Quick Apply
IT Business Operations Coordinator
Natus Neuro —Wayzata, MN
- $25 - $30 an hour
- Full-time
- Microsoft Outlook
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Administrative Operations Coordinator
Grain Elevator and Processing Society (GEAPS) —Bloomington, MN
- From $55,000 a year
- Extended hours
- Hybrid work
- 5 years
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Household Coordinator | Full-Time
Glencoe Regional Health —Glencoe, MN
- $21.08 - $29.06 an hour
- Part-time
- Mid-level
- Geriatrics
- In-person
- Health insurance
Quick Apply
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
Operations Coordinator
The Lodges Company —Edina, MN
- $24 - $27 an hour
- Full-time
- Background check
- Microsoft Outlook
- Pass drug screening
Quick Apply
3d
Executive Assistant & Office Coordinator
Focus Financial —Minneapolis, MN
- $25 - $35 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
12d
Marketing Coordinator
Road Machinery and Supplies Co.. —Savage, MN
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply

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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

operations coordinator jobs in waconia, mn

Investment Operations Coordinator

Real Estate Operations Coordinator

Sample Operations Coordinator

Advancement Admin and Welcome Center Coordinator

Operations Coordinator

Operations Coordinator

Operations Coordinator

Learning & Talent Operations Coordinator

Sr Operations Work Coordinator

Customer Care Coordinator

Transportation Coordinator I

Operations Program Coordinator

Patient Coordinator at Associated Oral & Maxillofacial Surgeons

IT Business Operations Coordinator

Administrative Operations Coordinator

Household Coordinator | Full-Time

Sales Coordinator

Operations Coordinator

Executive Assistant & Office Coordinator

Marketing Coordinator

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