Financial Services Operations Associate

Staff Financial Group

Operations Associate

A growing Atlanta based financial services firm is searching for an Operations Associate to join their team. The qualified Operations Associate will have a minimum of 2 years of Financial Services and Trading experience and possess an active Series 7 and 63 License. This position will open accounts, review paperwork to make sure it is accurate and complete, manage client messages/questions, assist with trading for the rep offices and handle trade errors, manage daily transmitted files, process money movement for clients' accounts and assist the reps with questions and resolve issues.

This company offers a comprehensive benefits package, a pleasant work environment and lots of opportunity for professional growth.

Staff Financial Group

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Financial Services Operations Associate in Alpharetta, GA vacancy

Operations Associate
...Operations AssociateOur client has an immediate need for an operations associate.The operations associate plays a critical role in the back... ...and an extraordinary client service orientationA strong focus on... ...in and knowledge of financial markets and investment securitiesPrevious...
Suggested
Work at office
Immediate start
Staff Financial Group
Roswell, GA
5 days ago
Operations Coordinator
...Job Description Description: Purpose of the Role The Operations Coordinator serves as the communication and scheduling hub of... ...experience in construction administration, field coordination, or service dispatch roles (construction, mechanical, or facilities service...
Suggested
Barranco Enterprises, Inc.
Alpharetta, GA
more than 2 months ago
Laboratory Operations Specialist
...TÜV SÜD America is seeking a highly organized Laboratory Operations Technician to support daily laboratory operations at our Alpharetta, Georgia facility. This role covers calibration coordination, equipment management, sample tracking, shipping and receiving, and facility...
Suggested
TÜV SÜD Energietechnik GmbH Baden-Württemberg
Alpharetta, GA
4 days ago
Operations Specialist
...everyone belongs and is inspired to do their best work. As an Operations Specialist, you make sure that products flow smoothly through... ...retirement benefits, a range of discounted products and free services, and for formal education related to advancing your career at...
Suggested
Local area
Relocation
Night shift
Apple
Alpharetta, GA
3 days ago
Executive Operations Coordinator
...organization located in metro Atlanta, is hiring an Executive Operations Coordinator. The Executive Operations Coordinator is a mission... .... • Review and process technology, licensing, and cellular service invoices for Accounting. • Maintain office key controls,...
Suggested
Full time
For contractors
Work at office
Flexible hours
Shift work
FaithBridge Foster Care
Alpharetta, GA
a month ago
Marketing Operations Coordinator
...seasonal retail promotions. The Marketing Operations Coordinator keeps that work moving:... ...production coordination or a related client‑services role Keen eye for detail with excellent... ...of APA (American Psychological Association) style Proficiency with project and calendar...
Seasonal work
OneHum
Alpharetta, GA
3 days ago
Senior Financial Analyst, Corporate FP&A
$82.7k - $137.9k
...for delivering insights, products, and services that make quality care more accessible... ...Corporate FP&A team is hiring a P3 Senior Financial Analyst to provide financial planning... ...the organization achieve strategic and operational goals. The individual will have visibility...
Local area
Flexible hours
McKesson
Alpharetta, GA
1 day ago
Business Banking Officer
...management and other related services to meet needs of clients within... .... Analyzes customer financial status, credit, and property... ...those that must be met by an associate to successfully perform the essential... ...and employees. This job operates in a professional office...
Work at office
HomeTrust Bank
Alpharetta, GA
4 days ago
Finance Associate / Specialist
...including delinquent accounts. Collaborate with sales, customer service, and credit teams to support AR functions, accelerate cash flow... ...including journal entries and reconciliations, and assist with financial reporting. This may require occasional late-night work during...
Work experience placement
Casual work
Night shift
LX Hausys America
Alpharetta, GA
3 days ago
Business Operations Specialist, bilingual in Korean
...Business Operations Specialist The Business Operations Specialist supports day-to-day business operations, including sales transaction... ...Ledger account review d. Support bank reconciliations, financial statement preparation, CPA coordination, and ad hoc management...
Cesna Group
Alpharetta, GA
5 days ago
Revenue Operations Analyst
...RevOps AnalystThe Junior Revenue Operations Analyst at Kaleris transforms commercial and operational data into clear, actionable insights that support informed business decisions. This role also uses AI and automation tools to streamline reporting, improve processes,...
Contract work
Internship
Kaleris
Alpharetta, GA
3 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Alpharetta, GA
4 days ago
College Financial Representative, Internship Program
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
Full time
Internship
Local area
Unavailable
Alpharetta, GA
2 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and College...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Alpharetta, GA
6 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Alpharetta, GA
3 days ago
Financial Advisor
...Job Summary The Financial Advisor offers appropriate investment... ...clients and provides ongoing service to all existing clients. They... ...state and federal regulations associated with the sale of investment... ...and employees. This job operates in a professional office environment...
Work at office
Local area
HomeTrust Bank
Alpharetta, GA
2 days ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over... ...People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Alpharetta, GA
1 day ago
Event Operations Coordinator
$50k - $60k
...seeking a detail-oriented and organized Event Operations Coordinator to support the planning and... ...future planning efforts. Budgeting & Financial Coordination Assist with tracking event... ...coordination by tracking contracts, service orders, schedules, and required paperwork...
Work at office
Flexible hours
Emerald Services
Alpharetta, GA
3 days ago
Senior FP&A Analyst - Alpharetta
...Senior Fp&A Analyst - Alpharetta This role will be a team player who provides business and financial advice to company's leadership team through various budgeting and analysis functions. You will be responsible for preparing budgets, forecasts, and financial reports...
Staff Financial Group
Alpharetta, GA
4 days ago
Service Operations Specialist
$83k - $127.8k
...Service Operations Specialist This role is responsible for the end-to-end execution and control of the purchase order and supplier invoice lifecycle for a defined portfolio of services agreements. The role creates and maintains purchase requisitions and purchase orders...
Full time
Contract work
Temporary work
Work experience placement
Local area
Immediate start
Relocation
Flexible hours
Shift work
HP
Alpharetta, GA
1 day ago
Private Banker
...dedicated to helping clients build stronger financial futures. From banking and lending to... .... Provides guidance to less experienced associates in the work group and assist with special... ...sales opportunities. Provides ongoing service to assigned relationships and accounts including...
Work at office
First Citizens Bank
Alpharetta, GA
4 days ago
Operations Administrator
...Operations AdministratorGrowing financial services firm located in the Roswell area is currently searching for an Operations Administrator to join their team.This position will support the Operations Group and will primarily be responsible for reviewing client paperwork...
Staff Financial Group
Roswell, GA
5 days ago
Executive Assistant & Business Operations Coordinator
...Executive Assistant & Business Operations Coordinator As the... ...licenses, business licenses, food service licenses, hotel licenses,... ...renewal, and closure of licenses associated with property openings,... ...Handle confidential legal, financial, executive, and personal information...
Work at office
Flexible hours
Hospitality Ventures Management Group
Alpharetta, GA
5 days ago
Associate, Program Finance
...Associate, Program Finance L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what... ...every other Friday off Job Description: Responsible for the financial functions associated with the business acquisition process (...
Contract work
Work at office
Local area
L3Harris Technologies
Alpharetta, GA
1 day ago
Financial Aid Advisor
$24 - $26 per hour
...Description Job Description Be part of something bigger. Paul Mitchell The School Esani in Roswell, GA, is adding a full-time Financial Aid Advisor to our team! A Little About Us: With top-tier programs in cosmetology, esthetics, and more, Paul Mitchell The...
Full time
Flexible hours
Paul Mitchell The School Esani
Roswell, GA
11 days ago
Loan Originator/Processor
$1,000 per month
...client's home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower... ...Provide consumers with a superior level of customer service: Quickly and accurately answer all customer inquiries in a professional...
NewRez LLC
Alpharetta, GA
5 days ago
Parametric - Operations Analyst Cohort, Summer 2027 Grads
$28.85 per hour
...Operations Analyst Program The Operations Analyst Program is an... ...for the execution, oversight, servicing, and control activities that... .... What You'll Bring Associate or bachelor's degree completed... .... Familiarity with financial markets, investment management...
Hourly pay
Full time
Temporary work
Summer work
Internship
Work at office
Local area
Relocation package
Morgan Stanley
Alpharetta, GA
4 days ago
Personal Banker
...variety of proactive sales and service activities. Manages the... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...in branch daily operations, ensuring they are completed... ...effectively managing all of the risks associated with their business...
Full time
Temporary work
Part time
Work at office
PNC
Roswell, GA
15 hours ago
Personal Banker
...Ameris Bank Financial ConsultantAmeris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities... ..., and retain client relationships by identifying products and services.Maintain a working knowledge of banking products and promotions...
Work experience placement
Work at office
Ameris Bank
Alpharetta, GA
2 days ago
Director of Operations
$118.3k - $219.8k
...Director Of Cloud Operations & Reliability About the Business: LexisNexis Risk Solutions is the essential partner in the assessment... ...Client Engagement teams to ensure resilient, customer-focused service delivery. Responsibilities: • Lead 24x7 Global cloud...
Temporary work
Local area
Lexus Nexus
Alpharetta, GA
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Operations Associate. Be the first to apply!