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Brokerage Operations Specialist (Entry-Level)
Downtown Minneapolis

Kelly Financial Resources is currently seeking candidates for a Brokerage Operations Specialist job opening in downtown Minneapolis! The ideal candidate will have a 4-year Finance, Accounting, Economics, Business, or Communications degree with 1-3 years of hands-on finance experience through internships or full-time jobs. The education requirements can be more flexible for candidates with actual brokerage experience.

This position offers the ability to gain experience with the mutual fund industry and general brokerage operations as well as the chance to work with the dynamic team of a stellar and growing organization in a modern work environment!

As a Brokerage Operations Specialist, you will:

  • Perform basic mutual fund reconciliations as well as cash, trade, and share processes
  • Identify and research exceptions and risks
  • Recommend corrective action for out-of-balance transactions
  • Communicate unresolved items to appropriate parties in a timely manner
  • Assist with tax testing, federal and state reporting, and escheatment administration
  • Enter dividend information into the system for dividend calculation
  • Ensure payments to shareowners are completed


  • Bachelor's degree in Finance, Accounting, Economics, Business, or Communications
  • 0-3 years relevant work experience in finance
  • Excellent written and verbal communications skills
  • Team player attitude and high attention to detail
  • Proficient computer and related equipment experience
  • Solid organizational skills

This is an urgent need. Please apply immediately for timely consideration. You may also email your resume directly to

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