Financial Operations Associate

3 days ago


Rockville, Minnesota, United States MV Financial Group, MV Capital Management Inc. Full time

We are seeking a motivated and detail-oriented Financial Operations Associate to join our team at MV Capital Management Inc. In this role, you will be responsible for providing top-notch client service and support while maintaining the highest level of professionalism.

About the Position

This is an excellent opportunity to grow your career in the financial industry, with a salary range of $60,000 - $80,000 per year based on experience. Our comprehensive benefits package includes health, dental, 401(k) matching, and more.

Key Duties
  • Deliver exceptional client service by responding to inquiries, resolving issues, and completing tasks efficiently.
  • Assist in implementing operational procedures, including reporting and cash management within client accounts.
  • Collaborate with our financial team to develop strategies and drive business growth.
  • Utilize portfolio management software to manage data, perform monthly audits, and ensure accurate reconciliations.
  • Work with various systems, including Microsoft Office, Tamarac, and Emoney Advisor.

Prior experience in client servicing and operations at a financial firm is essential, along with proficiency in Microsoft Office and portfolio management software.



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