Operations Analyst

Operations AnalystLaunch Your Career in Financial OperationsAre 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 complianceReviewing and resolving transactions that require additional documentation or researchSupporting tax reporting and financial operations processesProcessing account transfers, including ACAT and non-ACAT transfersHandling specialized operational requests such as beneficiary-related account servicing and account maintenanceReviewing reports and reconciliations to ensure accurate financial records and balancesSupporting investment transaction accounting and position reconciliationsMaintaining advisor and compensation-related operational recordsManaging daily production workloads across multiple systems and applicationsIdentifying issues, researching discrepancies, and escalating concerns when appropriateAssisting with process improvement initiatives and additional operational projectsWhat We're Looking ForRequired Qualifications1+ year of operations, administrative, financial services, or analytical experienceStrong Microsoft Excel skills, including data analysis and reportingExcellent written and verbal communication skillsStrong attention to detail and organizational abilitiesAbility to manage multiple priorities and meet deadlines in a fast-paced environmentStrong problem-solving and analytical skillsPreferred QualificationsExperience working with tax-related documents, including Forms 1099Bachelor's degree in Accounting, Finance, Business, Economics, or a related fieldKnowledge of financial products such as mutual funds, stocks, fixed income products, options, or annuitiesExperience with financial services or investment operationsFamiliarity with enterprise systems, workflow tools, or document management platformsWhy Apply?Excellent opportunity for recent graduates and early-career professionalsGain valuable experience in tax reporting, financial operations, and investment servicesDevelop highly transferable analytical and operational skillsWork in a collaborative, team-oriented environmentBuild a foundation for long-term career growth within financial servicesIdeal CandidateYou 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 & LocationThis is a Contract position based out of Tempe, AZ.Pay and BenefitsThe 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 & LocationThis is a Contract position based out of Tempe, AZ.Application DeadlineThis position is anticipated to close on Oct 27, 2026.Workplace TypeThis is a hybrid position in Tempe,AZ.About TEKsystemsWe're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.About TEKsystems and TEKsystems Global Services Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.Job SummaryJob number: JP- Profession: Business/Systems Analyst