Financial Operations Associate

Work Model: On-Site

What You Will Do: Process daily operational tasks including account setup, maintenance, transfers, and asset movement activities Complete routine and complex transactions efficiently and accurately Review work for accuracy and identify potential discrepancies or issues before processing Research, troubleshoot, and resolve operational and account-related concerns Follow established procedures, service level agreements, and quality standards Utilize financial systems, software applications, and internal tools to complete work efficiently Maintain compliance with company policies, procedures, and regulatory requirements Collaborate with team members and business partners to ensure exceptional customer service and operational excellence What You Will Need to Be Successful: High School Diploma or GED Minimum of 1 year of experience using Microsoft Office applications Strong attention to detail, problem-solving abilities, and commitment to accuracy Ability to prioritize tasks and meet deadlines in a fast-paced environment Excellent organizational, communication, and follow-up skills Ability to work independently, exercise sound judgment, and build positive working relationships across teams A proactive, self-motivated approach to work with a willingnessto embrace change Bachelor's Degree (preferred) 1+ years of experience within the financial services industry (preferred) Experience working in a high-volume, deadline-driven processing environment (preferred) Familiarity with financial products, account maintenance, and transaction processing (preferred)

Benefits Overview: 401k Major health insurances Employee Stock Ownership Plan(ESOP) Click here for a complete list of benefits The opportunity to build a career in the financial services industry A dynamic and collaborative team environment Professional development and growth opportunities Meaningful work supporting critical client and business operations #ZR