Operations Specialist

Operations Specialist

Location: Dallas, TX Pay Rate: $22.00/hour Schedule: Full-Time | Hybrid Assignment Length: 6 Months with potential for contract-to-hire

LHH Recruitment Solutions is seeking an Operations Specialist for a leading financial services organization in Dallas, TX. This opportunity is ideal for candidates with experience in operations, reconciliation, transaction processing, accounting support, or financial services who enjoy problem-solving, investigating discrepancies, and working with data in a fast-paced environment.

The Operations Specialist will support critical transaction management activities, conduct research on transactional exceptions, and help ensure the accuracy and integrity of financial records and processes.

Key Responsibilities

• Review, reconcile, and validate transaction data according to established procedures and guidelines.
• Research and resolve transaction discrepancies and account balancing issues.
• Investigate financial activity to identify root causes of exceptions and support resolution efforts.
• Process operational requests involving account transactions, settlements, and transfers.
• Communicate with internal and external business partners regarding transaction inquiries and exception items.
• Track and manage workload through various systems, reports, and worklists.
• Utilize Excel to analyze data, identify trends, and support operational reporting.
• Escalate complex issues when necessary while maintaining high levels of accuracy and service quality.
• Adhere to operational controls, policies, procedures, and regulatory requirements.

Required Qualifications

• Minimum of 1 year of experience in reconciliation, transaction processing, operations support, accounting, banking, or a related field.
• Experience researching and resolving numerical discrepancies.
• Ability to manage multiple tasks and meet productivity goals in a deadline-driven environment.
• Intermediate Microsoft Excel skills, including filters, formulas, and pivot tables.
• Strong attention to detail and analytical problem-solving abilities.
• Excellent organizational and time-management skills.
• Strong written and verbal communication skills.

Preferred Qualifications

• Knowledge of financial products such as mutual funds, money markets, retirement accounts, or investment products.
• Experience using Microsoft Outlook for daily communication and workflow management.
• Educational or professional background in finance, accounting, business, or operations.
• Ability to work independently while contributing to a collaborative team environment.

Work Environment

• Hybrid work schedule.
• Training period requires 4 days onsite and 1 day remote per week.
• Following training, schedule transitions to 3 days onsite and 2 days remote per week.
• Full-time hours.
• Opportunity to gain valuable experience within a large financial services organization.

LHH Recruitment Solutions is an Equal Opportunity Employer. Applicants must be authorized to work in the United States. This position is not available for candidates requiring current or future employment sponsorship.

Pay Details: $22.00 per hour

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401(k) plan. Associates may also be eligible for paid leave including Paid Sick Leave or other paid time off as provided by applicable law. Eligibility requirements apply.