Financial Operations Associate
Job Summary
Detail-oriented and tech-savvy, the full-time Financial Operations Associate will review client requests, resolve cost basis discrepancies, and research account histories while working remotely for a 6-month contract with potential for extension or conversion.
Key Responsibilities
- Review, analyze, and resolve incoming client inquiries and cost basis discrepancies in a timely manner
- Conduct thorough account history research and update system records with high accuracy
- Analyze stock events and verify underlying cost basis calculations
Required Qualifications
- 0-3 years of experience in financial services or banking operations, or a recent graduate in Finance/Business
- Strong proficiency in Microsoft Excel and the broader Microsoft Office 365 suite
- Excellent analytical capabilities with precision in numerical and historical data entry
- Ability to articulate thought processes clearly and logically
- Comfortable shifting priorities in a dynamic operational environment
Complete Job Description
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