Accounting Operations Specialist
SGS Technologie
Asset Management Operations Associate – Hybrid
Location: St. Petersburg, FL
Schedule: Hybrid – Monday, Tuesday & Wednesday onsite
Laptop Provided
Potential for Extension or Conversion
We are seeking an Asset Management Operations Associate to support daily account and financial operations for an established financial services organization.
This is a great opportunity for candidates with experience in financial services, banking operations, customer service, accounting, reconciliation, transaction processing, or financial data management .
Key Responsibilities
- Reconcile account activity across multiple sources and systems to ensure accuracy.
- Review and analyze financial and operational data to identify discrepancies and determine appropriate corrective action.
- Perform daily operational tasks while maintaining accuracy and completeness.
- Review account information, transactions, and supporting documentation.
- Maintain detailed records and notes to ensure client requests and operational issues are properly tracked and completed.
- Follow established policies, procedures, and internal controls.
- Enter and calculate financial data accurately.
- Communicate effectively with internal teams and associates at various levels.
- Support additional operational and administrative activities as assigned.
Required Qualifications
- High School Diploma or equivalent.
- 2+ years of customer service experience.
- Strong attention to detail and numerical aptitude.
- Ability to analyze information, identify discrepancies, and resolve basic operational issues.
- Basic understanding of accounting concepts and financial data .
- Strong written and verbal communication skills.
- Ability to follow established processes and maintain a consistent schedule.
- Proficiency with Microsoft Office, including Excel, Word, and Outlook.
Preferred Experience
- Financial Services or Banking experience.
- Account reconciliation experience.
- Accounting or financial operations experience.
- Transaction processing or account maintenance experience.
- Experience working with Adobe and/or financial systems.
Ideal Backgrounds
We encourage candidates with backgrounds such as:
Financial Services | Banking Operations | Reconciliation | Accounting | Financial Operations | Client/Customer Service | Transaction Processing | Account Operations | Data Entry | Financial Data Analysis
Important: Candidates must be local to St. Petersburg, FL and able to work onsite Monday, Tuesday, and Wednesday .
Apply today or message me directly to learn more about the opportunity.
Vacancy posted 15 hours ago
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