Operations Associate

We are seeking a detail-oriented Operations Associate to join our dynamic team. In this role, you will be responsible for processing daily operations, including asset movement, account transfers, and new account set-up and maintenance. You will play a critical role in ensuring transactions are executed accurately, efficiently, and in compliance with company policies and regulatory requirements.

• Process daily departmental work, including asset movements, account transfers, and maintenance of new accounts.
• Handle routine and complex transactions with accuracy and efficiency.
• Proactively identify, interpret, and resolve potential issues to prevent service disruptions.
• Follow established procedures to meet service level agreements and achieve quality metrics consistently.
• Learn and support various financial products, software, and systems to enhance operational efficiency.
• Ensure compliance with company policies and regulatory standards at all times.

• High School Diploma or GED.
• 1+ years of experience using Microsoft Office Suite.

• Bachelor’s Degree in a related field.
• 1+ years of experience in the financial services industry.
• 1+ years of experience processing in a high-volume, deadline-driven environment.
• High attention to detail with a proven ability to process work accurately while meeting deadlines.
• Strong independent work ethic and critical thinking skills, demonstrating sound judgment.
• Excellent problem resolution, organizational, and follow-up skills.
• Strong professional communication skills, capable of developing positive working relationships.
• Adaptability to embrace change and thrive in a fast-paced environment.

Join our team and contribute to a collaborative environment where your skills will be valued, and your growth will be supported. If you are ready to take on a challenging role that offers opportunities for advancement, we want to hear from you!

Interested candidates should submit their resume and a cover letter outlining their qualifications and experience. We look forward to welcoming a new member to our team!

• Entry level

• Contract

• Administrative, Accounting/Auditing, and Customer Service

• Financial Services, Banking, and Investment Banking