Operations Admin

Job Description

Job Description

We are looking for a temporary operations administrator to support critical banking and treasury-related initiatives for a Financial Services organization in Boston, Massachusetts. This Long-term Contract position will focus on improving account opening, maintenance, documentation, and compliance-related workflows across multiple stakeholders and platforms. The role is ideal for someone who can bring structure to complex operational processes, coordinate cross-functional activity, and help build scalable, repeatable practices.

Responsibilities:

• Lead coordination for bank account setup activities tied to new credit facility borrowers, ensuring each step is completed accurately and on time.

• Confirm newly established accounts are configured correctly, including billing, interest, and other account-specific attributes.

• Develop and organize clear documentation for account opening procedures to improve consistency, efficiency, and repeatability.

• Review banking and treasury platforms on a regular basis to validate account records, add newly opened accounts, and remove or deactivate closed accounts.

• Oversee user access across relevant systems to ensure appropriate permissions are maintained for team members.

• Track low-balance accounts in advance of billing deadlines and communicate funding needs to accounting partners.

• Maintain counterparty and investor banking information within the treasury management environment and support periodic data cleanup efforts.

• Coordinate updates to wire instructions from initial request through final confirmation, ensuring accuracy and proper follow-through.

• Support entity administration activities, including formation support, record maintenance, third-party inquiry responses, and post-opening compliance tasks.n ad

• 5+ years of experience in project management, banking operations, treasury operations, fund operations, or a related financial services environment.
• Strong ability to design, document, and improve operational processes rather than only executing established tasks.
• Proven experience coordinating work across multiple teams, platforms, and external partners in a detail-sensitive environment.
• Working knowledge of banking compliance concepts, including KYC, AML, and related account governance requirements.
• Experience managing documentation, account controls, and operational records with a high degree of accuracy.
• Familiarity with treasury management systems, banking platforms, and account maintenance workflows.
• PMP certification is preferred.
• Prior experience working within a bank or in close partnership with banking institutions is an advantage.