Operations Support Associate
We're seeking a detail-oriented Operations Support Associate to join a dynamic financial services team supporting Investment Management and Banking operations. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, has strong organizational skills, and is passionate about delivering exceptional client service.
Key Responsibilities:
- Support multiple operations teams throughout the lifecycle of client accounts.
- Process and review sensitive client information across multiple systems with a high degree of accuracy.
- Perform data entry and validate critical financial information.
- Assist with cash activity processing, investment management statement support, and remote check deposit operations.
- Provide operational and project support for wealth management clients.
- Ensure compliance with internal policies, procedures, and service standards.
Qualifications:
- Strong attention to detail and commitment to accuracy.
- Excellent written and verbal communication skills with a client-focused mindset.
- Proficiency with Microsoft Office, including Excel, Word, and Outlook.
- Ability to prioritize multiple tasks in a fast-paced, deadline-driven environment.
- Strong organizational and time management skills.
- Self-motivated with the ability to work both independently and collaboratively.
Preferred Education:
- Bachelor's degree preferred; recent graduates are encouraged to apply.
If you're looking to launch or grow your career in financial operations with a collaborative team, we'd love to hear from you.
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