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Financial Operations Associate Jobs in Saint Paul, MN

Northwestern Mutual

Operations Associate

Edina, MN · Hybrid

The Operations Associate plays a critical role in delivering a seamless client experience by ... This position is responsible for managing client accounts, processing financial transactions, and ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

$65K - $75K/yr

The Operations Associate plays a critical role in delivering a seamless client experience by ... This position is responsible for managing client accounts, processing financial transactions, and ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

The Operations Associate plays a critical role in delivering a seamless client experience by ... This position is responsible for managing client accounts, processing financial transactions, and ...

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Global Tax Operations Associate | Saint Paul, MN 55107

Saint Paul, MN · On-site

$25 - $50/hr

We're seeking detail-oriented professionals with tax, securities, or financial operations ... Global Tax Operations Associate Location: Saint Paul, MN 55107 (Onsite) Schedule: Monday-Friday | 8 ...

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Global Tax Operations Associate

Saint Paul, MN · On-site

$43 - $54/hr

Global Tax Operations Associate Location: Saint Paul, MN (Onsite) Schedule: Monday-Friday, 8:00 AM ... This long-term contract opportunity offers the chance to work within a global financial services ...

Cubesmart

Store Operations Associate

Bloomington, MN · On-site

Shape Your Financial Future - Build towards retirement and take advantage of a generous 401(k) ... The Store Operations Associate is responsible for two key areas: Customer Service * Developing ...

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Financial Operations Associate information

See Saint Paul, MN salary details

$11

$26

$53

How much do financial operations associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial operations associate in Saint Paul, MN is $26.48, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $30.58 per hour, depending on experience, location, and employer.

What is a financial operations associate?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

What are some common challenges financial operations associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.

What are the key skills and qualifications needed to thrive as a financial operations associate, and why are they important?

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.

What are the most commonly searched types of Financial Operations jobs in Saint Paul, MN?

The most popular types of Financial Operations jobs in Saint Paul, MN are:

What cities near Saint Paul, MN are hiring for Financial Operations Associate jobs?

Cities near Saint Paul, MN with the most Financial Operations Associate job openings:

Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in Saint Paul, MN as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Hybrid job distribution, with an average salary of $55,087 per year, or $26.5 per hour.

Lead Operations Associate

Northwestern Mutual

Minnetonka, MN • On-site

Full-time

Re-posted 24 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

167th of 311 rated insurance

Job description

About Vertex Capital Planning

At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.


Position Details

The Lead Operations Associate serves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps ensure and coordinate an organized practice. This role’s seamless and time-sensitive execution is critical to a memorable client experience. Successful completion of tasks and responsibilities empowers the team to focus their energy and efforts on revenue-generating activity while fostering and developing impactful, enduring client relationships. This position is located in the Northwestern Mutual – Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM – 4:00 PM. 


Responsibilities include but are not limited to:  

  • Client service support: executing directives based on client needs 
  • Manage client communication including correspondence, notes, files, and maintain compliant client records 
  • Completion and submission of applications and account paperwork for processing, and coordinating underwriting support 
  • Underwriting management: schedule necessary medical exams, obtain pre-application information, prepare insurance applications, update client records, monitor applications in underwriting, and prepare policies for delivery 
  • Investment operations: execute new client onboarding, incoming account transfers, incoming rollovers, withdrawal and deposit requests, and rebalancing tasks
  • Team coordination: work with multiple team members to drive good client experience & service
  • Keep up to date on software system enhancements, new products, and compliance changes/opportunities  
  • Participate in learning opportunities


Qualifications: 

  • Bachelor’s degree in finance or related field, preferred
  • Minimum 3 years of finance, client relations, financial operations and/or financial planning experience
  • Active Series 7, and Series 63 registrations, or equivalent required
  • Active Minnesota Life, Accident, and Health Insurance license preferred


 Performance Skills: 

  • Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
  • High sense of urgency, attention to detail, and exceptional organizational skills
  • Excellent oral and written communication skills
  • Task-minded with the ability to follow through and execute in a timely manner
  • High degree of initiative and autonomy
  • Demonstrates ability to maintain effective working relationships within the firm and its clients


Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

What Northwestern Mutual employees say

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Hours and flexibility

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Get the full story on Breakroom

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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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