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Financial Processing Associate Jobs in Minnesota

Jostens

Associate Financial Analyst

Minneapolis, MN · On-site

$56K - $60K/yr

ASSOCIATE FINANCIAL ANALYST HYBRID | ONSITE AT JOSTENS' MINNEAPOLIS HEADQUARTERS 3 DAYS/WEEK ABOUT ... You are a detail-oriented finance professional who enjoys being involved in the closing process and ...

Jostens

Associate Financial Analyst

Minneapolis, MN · Hybrid

$56K - $60K/yr

ASSOCIATE FINANCIAL ANALYST HYBRID | ONSITE AT JOSTENS' MINNEAPOLIS HEADQUARTERS 3 DAYS/WEEK ABOUT ... You are a detail-oriented finance professional who enjoys being involved in the closing process and ...

Savers Value Village

Sales Floor Associate

New Hope, MN · On-site

$14 - $18.45/hr

... financial future. Life insurance Company provided peace of mind and the option to purchase a ... At Savers / Value Village our Merchandise Processing Associates create an awesome experience for ...

Savers Value Village

Sales Floor Associate

Duluth, MN · On-site

$15 - $19.76/hr

... financial future. Life insurance Company provided peace of mind and the option to purchase a ... At Savers / Value Village our Merchandise Processing Associates create an awesome experience for ...

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Financial Processing Associate information

Is an associate's degree in finance worth it?

For a Financial Processing Associate, an associate's degree in finance can improve job prospects and provide foundational knowledge of financial principles and tools like spreadsheets and accounting software. However, relevant work experience and certifications such as the CFA or CPA can also be valuable for career advancement in finance roles.

What are the key skills and qualifications needed to thrive as a Financial Processing Associate, and why are they important?

To thrive as a Financial Processing Associate, you need strong numerical accuracy, attention to detail, and a foundational understanding of accounting or finance, often supported by a relevant degree or experience. Familiarity with financial software such as QuickBooks, SAP, or Oracle, and proficiency in spreadsheets are typically required. Excellent organizational skills, communication, and the ability to manage deadlines set top performers apart. These skills and qualities ensure precise transaction processing, minimize errors, and support smooth financial operations in any organization.

What are some common challenges Financial Processing Associates face, and how can they be addressed?

Financial Processing Associates often work with large volumes of transactions and must ensure accuracy under tight deadlines. A common challenge is staying organized and minimizing errors during data entry and reconciliation. This can be addressed by developing strong attention to detail, using checklists, and leveraging software tools to automate repetitive tasks. Additionally, clear communication with team members and other departments helps resolve discrepancies quickly and maintain smooth workflow.

What is the difference between Financial Processing Associate vs Accounts Payable Clerk?

AspectFinancial Processing AssociateAccounts Payable Clerk
Primary ResponsibilitiesProcessing financial transactions, data entry, verifying paymentsManaging vendor invoices, processing payments, reconciling accounts
Required SkillsAttention to detail, basic accounting, data managementInvoice processing, accounting software proficiency, attention to detail
Work EnvironmentFinance departments, corporate officesFinance or accounting departments, corporate offices
Common CertificationsNone required or basic bookkeeping certificationsNone required, often familiarity with accounting software

While both roles involve handling financial data, a Financial Processing Associate focuses on processing a variety of financial transactions and data verification, whereas an Accounts Payable Clerk specializes in managing vendor invoices and payments. Both positions require attention to detail and familiarity with accounting processes, but their specific duties differ within the finance department.

What does a financial associate do?

A financial associate is responsible for processing financial transactions, maintaining accurate records, and supporting financial operations within an organization. They often use accounting software and may assist with audits, reporting, and compliance tasks to ensure financial accuracy and efficiency.

What are Financial Processing Associates?

Financial Processing Associates are professionals responsible for handling and processing financial transactions within an organization. Their duties typically include data entry of financial records, verifying the accuracy of invoices and payments, and ensuring compliance with company policies and accounting standards. They often work closely with accounting and finance teams to maintain accurate financial records and support audits or financial reporting. Attention to detail and strong organizational skills are essential for success in this role.

What job makes $10,000 a month without a degree?

A Financial Processing Associate typically does not earn $10,000 a month without specialized experience or advanced skills. High-paying roles in finance or related fields often require relevant certifications, extensive experience, or advanced education. Generally, achieving such income levels without a degree is uncommon in this role.

What is the lowest position at a bank?

The lowest positions at a bank often include entry-level roles such as bank teller or customer service representative. These roles typically require minimal experience and serve as starting points for careers in banking, with opportunities for advancement through experience and additional training or certifications.
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Financial Processing Associate jobs near you
Associate Financial Representative

Associate Financial Representative

Northwestern Mutual

Hopkins, MN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

144th of 262 rated insurance

Job description

Salary: $50,000 + bonus

About Nordvest Wealth Advisory

Nordvest Wealth Advisory is an award-winning financial security planning team within the Northwestern Mutual Minnetonka office. Our practice is nationwide, serving professionals, families and businesses.Our mission is to create confidence and clarity for our clients to lead generous and experiential lives. Given that tomorrow is not promised, our work enables our clients the ability to spend their life living.


Position Overview

We are seeking a dedicated and detail-oriented individual for the role of Associate Financial Representative. This position is integral to the growth and success of our firm. The ideal candidate will support the continued growth of the practice by servicing existing clients and building new client relationships with a strong focus on financial and investment planning strategies.


Responsibilities include but are not limited to:

  • Financial Planning:
    • Financial Plan Creation - Utilize financial planning software to assist in creating financial plans for clients.
    • Cash Flow Management - Monitor and manage cash flow to and from accounts with a focus on maximizing tax efficiency.
    • Portfolio Management - Conduct investment portfolio tax analysis, design, and rebalancing of portfolios.
    • Implementation and Review - Oversee implementation and review of financial plans and portfolio management.
    • Workflow Management - Accurate completion of all investment account paperwork, tracking onboarding processes, and ensuring timely client communication.
    • Trade Execution - Place trades and manage investment paperwork and transactions.
    • Client Education - Advise clients on holistic strategies with an emphasis on tax efficiency, risk management, and sustainable lifetime income.
    • Insurance Support - Assist with insurance applications and underwriting when team members are out.
  • Client Service:
    • Strategic Partnership - Collaborate with the Wealth Management Advisor on client solutions and recommendations to support client relationships
    • Client Communication - Manage correspondence, notes, files, and maintain compliant client records.
    • Meeting and Case Preparation - Prepare materials for new and existing client meetings, update client recommendation documents (agenda and executive summary), and identify opportunities for improvement.
    • Data Gathering - Collect essential client data and prepare comprehensive financial plans.
  • Client Experience and Marketing:
    • Event Support - Execute client engagement opportunities in partnership with the Marketing Team.
    • Manage Digital Presence Update Nordvest Wealth Advisory website, leverage and maintain e-marketing, and maximize social media presence.
  • Professional Development - Stay up to date on software system enhancements, new products, and compliance changes/opportunities; and participate in continuous learning and development activities


Qualifications:

  • Education: Bachelors degree preferred
  • Licensing: Minnesota Life, Accident, and Health insurance licenses required before starting; SIE, Series 7 & 63 within 12 months of starting. All licensing tuition paid for by firm. Bonuses upon successful passing of each test.

Attributes:

  • Honest, ethical, and maintains client confidentiality.
  • Strong sense of urgency, attention to detail, and excellent organizational skills.
  • Clear oral and written communicator with reliable follow-through.
  • Self-starter who works independently and collaborates effectively with teammates and clients.


Compensation and Benefits:

  • Salary: $50,000 plus bonus.
    • Bonuses: Paid upon completion of test/obtaining requisite insurance and investment licenses.
    • Estimated Total First Year: $53,000-58,000+.
  • Benefits: Competitive benefits package includes PTO, medical, dental, vision, and 401(k) match.


Join us at Nordvest Wealth Advisory and help our clients achieve financial security and peace of mind. Apply today to become a part of our dedicated team!


Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, visit:https://www.northwesternmutual.com/financial/advisor/johan-gjenvick/

What Northwestern Mutual employees say

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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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