Operations Support Associate

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.