Operations Support Associate

Operations Support Associate

Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.

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. xhqgsiq

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.