Operations Analyst

Operations Analyst Launch Your Career in Financial Operations Are you detail-oriented, analytical, and looking to build a long-term career in financial services, accounting, or tax operations? We are seeking an Operations Analyst to join a fast-paced team supporting critical financial reporting, account maintenance, and operational processes. This is an excellent opportunity for recent graduates or early-career professionals who want to gain hands-on experience within a large-scale financial services environment.

What You'll DoAs an Operations Analyst, you'll play a key role in ensuring the accurate and timely processing of financial transactions and reporting activities. Responsibilities may include:

Processing financial transactions and account requests while ensuring accuracy and compliance

Reviewing and resolving transactions that require additional documentation or research

Supporting tax reporting and financial operations processes

Processing account transfers, including ACAT and non-ACAT transfers

Handling specialized operational requests such as beneficiary-related account servicing and account maintenance

Reviewing reports and reconciliations to ensure accurate financial records and balances

Supporting investment transaction accounting and position reconciliations

Maintaining advisor and compensation-related operational records

Managing daily production workloads across multiple systems and applications

Identifying issues, researching discrepancies, and escalating concerns when appropriate

Assisting with process improvement initiatives and additional operational projects

What We're Looking For

Required Qualifications 1+ year of operations, administrative, financial services, or analytical experience

Strong Microsoft Excel skills, including data analysis and reporting

Excellent written and verbal communication skills

Strong attention to detail and organizational abilities

Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Strong problem-solving and analytical skills

Preferred Qualifications Experience working with tax-related documents, including Forms 1099

Bachelor's degree in Accounting, Finance, Business, Economics, or a related field

Knowledge of financial products such as mutual funds, stocks, fixed income products, options, or annuities

Experience with financial services or investment operations

Familiarity with enterprise systems, workflow tools, or document management platforms

Why Apply?

Excellent opportunity for recent graduates and early-career professionals

Gain valuable experience in tax reporting, financial operations, and investment services

Develop highly transferable analytical and operational skills

Work in a collaborative, team-oriented environment

Build a foundation for long-term career growth within financial services

Ideal Candidate You thrive in a process-driven environment, enjoy working with data, and take pride in producing accurate, high-quality work. Whether you're early in your career or have a year or two of professional experience, this role offers a strong pathway into financial operations, reporting, and compliance-focused career opportunities.

Job Type & Location This is a Contract position based out of Tempe, AZ.Pay and Benefits The pay range for this position is $21.00 - $23.00/hr individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Job Type & Location This is a Contract position based out of Tempe, AZ.Final date to receive applications

This position is anticipated to close on Oct 27, 2026.Workplace Type This is a hybrid position in Tempe,AZ.About TEKsystems

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