Financial Operations Associate

Job Description

Job Description

Join a fast-paced financial services team where accuracy, problem-solving, and attention to detail drive real impact. We are seeking a motivated, dependable Financial Operations Associate to support our client's daily account processing, maintain high-quality standards, and deliver exceptional service to clients and internal partners.

This role processes a variety of financial transactions, account activities, and operational requests in a high-volume environment. This role requires strong attention to detail, critical thinking, and the ability to manage multiple priorities while meeting deadlines and quality standards. If you are detail-oriented, dependable, and enjoy working in a fast-paced environment where your work directly contributes to operational success, we'd love to hear from you!

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 willingness to 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

Interested and qualified candidates can contact Palmer Group at View phone number on ziprecruiter.com or email View email address on ziprecruiter.com.

#ZR

Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles.

From entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve.

Our experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.

Company Description

Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles. \r\n\r\nFrom entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve. \r\n\r\nOur experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.