Operations Specialist

Job Description

Join Our Team as an Operations Specialist – Cash Control!

Are you ready to make a meaningful impact in the world of cash management? We are seeking a detail-oriented and proactive Operations Specialist to support vital cash movement processes within a dynamic financial environment. This role offers a unique opportunity to work closely with a talented team dedicated to ensuring accurate and efficient handling of cash and asset transactions. Located in Fort Mill with a hybrid onsite schedule, this six-month contract has the potential for extension or conversion, making it an excellent stepping stone in your finance career.

What You’ll Do:

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• Manage and process receipt transactions, including handling non-standard requests and receipt inquires.
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• Support disbursement activities, monitor work queues, and process requests related to retirement and non-retirement products.
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• Handle special claims such as divorce and death, as well as tax-related operations.
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• Review reports to reconcile ledgers and verify end-of-day balances for wires and checks.
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• Review rejection reports and update ACH transactions accordingly.
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• Participate actively in daily huddles and departmental meetings to stay current with process updates and controls.
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Required Skills:

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• Effective verbal and written communication skills.
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• Ability to adapt seamlessly to change.
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• Strong problem-solving skills with the capability to articulate requirements and escalate issues when necessary.
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• Exceptional attention to detail, accuracy, and consistency in task execution.
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• Self-motivated and able to work independently or collaboratively in a team.
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Nice to Have Skills:

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• Experience with financial transaction processing and reconciliation.
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• Familiarity with the brokerage or financial services industry.
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• Knowledge of tax and claims processing related to retirement assets.
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Preferred Education and Experience:

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• Bachelor’s Degree in Business, Accounting, Finance, or a related field.
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• 1-2 years of experience in brokerage or financial services industries.
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Other Requirements:

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• Candidates should be available to work onsite three days a week in Fort Mill.
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• Preferred certifications include FINRA Series 7/66 (not mandatory but advantageous).
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• Proficiency with Microsoft Office Suite, BETA (Mainframe), Documentum, Siebel, and SharePoint.
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If you’re passionate about operational excellence and ready to contribute to a top-tier financial team, don’t wait—apply today to be part of this exciting opportunity!

Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.