Financial Operations Associate POST NUMBER: 464327
- Prepare and deliver recurring and ad hoc reports to both internal teams and external stakeholders, with a focus on accuracy and clarity.
- Handle daily operational tasks including document management, vendor coordination, and internal reporting.
- Serve as a first point of contact for clients on routine matters; coordinate with internal teams for resolution of complex requests.
- Facilitate account activities, including transaction processing, internal allocations, and account setup/maintenance.
- Organize and maintain documentation related to compliance, legal, and operational records; manage outbound communications and reporting deliverables.
- Assist with special projects, event logistics, and administrative tasks as needed.
- Maintain updated client records and assist with meeting prep, scheduling, and follow-ups.
- 5–10 years of experience in administration, operations, or client service roles. Financial Services experience is required
- Experience in consulting services or financial services is a plus
- Excellent attention to detail and follow-through across multiple workflows
- Strong written and verbal communication skills; able to manage sensitive client information professionally.
Recommended Jobs
Mechanical Maintenance - Level III
DESCRIPTION We are looking for a talented Mechanical Maintenance – Level III person to join our team specializing in Manufacturing for our Cummins Inc. facility in Morristown, TN . Job Summ…
Telecommunications Sales Account Representative
We are in immediate need to fill a new opening for an enthusiastic Telecommunications Sales Account Representative. In this role, you will play a pivotal part in delivering exceptional customer servi…
Personal Assistant
I need a Personal Assistant to help me with my home and office. I will also need some teachers for my Center and Institute. For my home: Light Housekeeping duties and help with my family's indoor cat …
Customer Solutions Manager, Control States
At Suntory Global Spirits, we craft spirits of the highest quality and deliver brilliant experiences to people around the world. Suntory Global Spirits has evolved into the world's third largest lead…
District Director
Position Overview The Mecklenburg County Council is one of the top performing Council’s in the Carolinas. We have helped mold the future leaders of this country by combining educational activities a…
NURSE PRACTITIONER
Job Description Job Description Benefits: ~ Flexible schedule Job Title: Nurse Practitioner - Rheumatology Location: 332 Lillington Ave, Charlotte, NC, 28204 Practice: Joint and Mu…
Press Brake Operator
Job Description Job Description Job Title: Press Brake Operator Location: Gastonia, NC Schedule: Monday – Thursday, 6:30am – 5:00pm Pay Range: $23.00 per hour Job Overview: We a…
Power System Protection Engineer
Power System Protection Engineer Here at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital world…
Project Coordinator-Finance
Job Description Job Description Our client, a Fortune 1000 financial services company is looking for Project Coordinators. Project Coordinators are responsible for the comprehensive coordination …
Commercial Tire Technician
Colony Tire Corporation in Charlotte, NC, is currently seeking a full-time Commercial Tire Technician. As a proud Employee-Owned Company, Colony Tire offers you the opportunity to be part of something…