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Wealth Advisory: Investment Operations & Billing Associate

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: CliftonLarsonAllen LLP
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Consultant
  • Business
Salary/Wage Range or Industry Benchmark: 48700 - 85000 USD Yearly USD 48700.00 85000.00 YEAR
Job Description & How to Apply Below
A top 10 national professional services firm in Minnesota is seeking a professional to support investment operations and enhance billing and reporting processes. This position involves ensuring the accuracy of client-facing reports while providing high-quality service to clients and colleagues. Candidates must possess a Bachelor's degree, and relevant experience is preferred. The firm offers competitive compensation ranging from $48,700 to $85,000, along with various employee perks including flexible PTO and wellness benefits.
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Position Requirements
10+ Years work experience
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