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Associate Operations Processor Jobs in Woodbury, MN

Northwestern Mutual

Operations Associate

Edina, MN · On-site

The Operations Associate plays a critical role in delivering a seamless client experience by ... Prepare and process paperwork for investment and advisory accounts, including new account setup ...

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All JobsAssociate Operations Processor JobsAssociate Operations Processor Jobs in Woodbury, MN

Associate Operations Processor information

See Woodbury, MN salary details

$11

$27

$55

How much do associate operations processor jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate operations processor in Woodbury, MN is $27.26, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $31.44 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate operations processor?

To thrive as an Associate Operations Processor, you need strong attention to detail, data entry skills, and a high school diploma or equivalent. Familiarity with financial processing systems, spreadsheets, and document management software is typically required. Effective time management, problem-solving, and communication skills help you excel in a high-volume, deadline-driven environment. These abilities are vital for ensuring accurate transaction processing, minimizing errors, and supporting efficient operations.

What are some common challenges faced by associate operations processors, and how can they be managed effectively?

Associate Operations Processors often work in fast-paced environments where attention to detail and accuracy are critical. Common challenges include managing high volumes of transactions, adhering to strict deadlines, and quickly adapting to changes in processes or technology. To manage these challenges effectively, it's important to develop strong organizational skills, communicate regularly with team members, and stay updated on procedural changes. Seeking feedback and continuous training can also help you stay efficient and minimize errors.

What is the difference between Associate Operations Processor vs Operations Analyst?

AspectAssociate Operations ProcessorOperations Analyst
Required CredentialsHigh school diploma or equivalent; some roles may require basic certificationsBachelor's degree in business, finance, or related field; certifications like CAP or Six Sigma beneficial
Work EnvironmentData entry, processing transactions, supporting operational tasks in financial or corporate settingsAnalyzing operational data, improving processes, and reporting in similar environments
Employer & Industry UsageFinancial institutions, insurance companies, corporate officesFinancial services, consulting firms, corporate operations departments

The Associate Operations Processor primarily handles transaction processing and data entry tasks, focusing on supporting daily operations. In contrast, the Operations Analyst analyzes data to identify efficiencies and improve processes. While both roles work within similar environments and industries, the Analyst typically requires a higher level of education and analytical skills, making the roles distinct yet complementary in operational functions.

Is an associate operations processor a good job?

An associate operations processor typically performs administrative and data processing tasks within an organization, often requiring attention to detail and familiarity with processing systems. The role can offer stable employment and opportunities for skill development, but job satisfaction depends on the work environment and individual preferences.

What is an associate operations processor?

Associate Operations Processors are entry-level professionals who support the day-to-day functions of a company's operations department. Their responsibilities typically include processing transactions, verifying data accuracy, handling documentation, and ensuring compliance with company policies and regulations. They play a key role in maintaining the efficiency and accuracy of operational processes, often working in industries like banking, finance, or logistics. Attention to detail, organizational skills, and the ability to follow procedures are essential for success in this role.
What job categories do people searching Associate Operations Processor jobs in Woodbury, MN look for? The top searched job categories for Associate Operations Processor jobs in Woodbury, MN are:
What cities near Woodbury, MN are hiring for Associate Operations Processor jobs? Cities near Woodbury, MN with the most Associate Operations Processor job openings:
Associate Operations Processor jobs near you
Infographic showing various Associate Operations Processor job openings in Woodbury, MN as of August 2026, with employment types broken down into 73% Full Time, and 27% Part Time. Highlights an 100% In-person job distribution, with an average salary of $56,692 per year, or $27.3 per hour.

Operations Associate

Northwestern Mutual

Minneapolis, MN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

163rd of 304 rated insurance

Job description

Salary: $65,000-$75,000 depending on qualifications

Itasca Wealth is an established wealth management firm that helps our clients realize their financial objectives by understanding their goals and creating a comprehensive strategy to help them achieve them. We build trusting and impactful relationships with our clients, communicate comprehensive planning with simplicity, and inspire & guide them through lifelong financial security.


The Operations Associate plays a critical role in delivering a seamless client experience by supporting both investment and insurance operations. This position is responsible for managing client accounts, processing financial transactions, and overseeing insurance applications while ensuring accuracy, compliance, and operational efficiency. Acting as a key liaison between advisors, clients, and home office partners, this individual helps drive workflow improvements and supports the full lifecycle of client service and account management.


Responsibilities include, but are not limited to:

  • Investment & Advisory Operations
    • Prepare and process paperwork for investment and advisory accounts, including new account setup, rollovers, and asset transfers
    • Monitor account funding, transfers, and transactions to ensure timely completion and accuracy
    • Execute retirement account rollovers and process client contributions, withdrawals, and redemptions
    • Maintain and update CRM systems with detailed client records, notes, and task tracking
    • Generate investment performance reports using tools such as Envestnet, Morningstar, and NMCIR
    • Assist with proposal updates, account reviews, and ongoing portfolio maintenance
    • Respond to home office inquiries and ensure compliance with operational and regulatory requirements
  • Insurance Operations & Underwriting Support
    • Manage the full lifecycle of insurance applications, from submission through underwriting and policy delivery
    • Review insurance applications, conversions, and policy changes for completeness and accuracy
    • Coordinate underwriting requirements, including medical and paramedical exams
    • Process non-securities insurance transactions such as policy changes, additional purchase benefits (APBs), and term conversions
    • Monitor case status and proactively follow up on outstanding requirements to ensure timely processing
    • Prepare insurance summaries, illustrations, and case materials for client meetings and reviews
  • Client Service & Relationship Management
    • Serve as a primary point of contact for client service needs across investment and insurance products
    • Respond to client inquiries related to account balances, policy details, and service requests
    • Process client requests including address updates, payment changes, loan requests, and policy servicing
    • Communicate proactively with clients regarding account status, funding issues, or underwriting requirements
    • Support advisors by preparing client meeting materials, agendas, and review documentation


Qualifications:

  • Life, Accident, and Health Insurance License (or must obtain within first 90 days of employment)
  • FINRA Series 6 & 63 (or ability to obtain)
  • Experience in financial services, wealth management, or insurance operations preferred
  • Strong administrative, organizational, and multitasking abilities in a fast-paced environment
  • Excellent attention to detail with a high degree of accuracy
  • Effective communication and client service skills
  • Ability to work independently and collaboratively across teams
  • Proficiency with Microsoft Office and CRM systems


Benefits:

  • Group health, dental and vision insurance plan with employer subsidy
  • Employer sponsored retirement plan with match
  • Employer paid short and long-term disability
  • PTO & Holidays


Itasca Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. Itasca Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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