Finance Operations Analyst

The position offers a competitive pay rate of up to $37.00 per hour. We are seeking a detail-oriented professional to enhance our financial operations. The candidate will play a crucial role in ensuring the accuracy and completeness of our client data and supporting our compliance efforts.

Responsibilities:

• Enhance our custodian system by identifying and filling in any missing information.
• Support the review of client documentation to pinpoint forms that need updating.
• Clearly and promptly convey the requirements for document updates to advisors.
• Monitor the progress of documentation updates and escalate any arising issues. Work closely with internal teams to ensure a seamless and efficient process.
• Maintain precise records and documentation throughout the data management and documentation update process. Engage in additional projects as required.

Skills Required:

• Bachelors Degree in Finance, or related field
• 1+ years of experience (internships count)
• Strong attention to detail and organizational skills.
• Excellent communication skills, both written and verbal.
• Basic understanding of financial principles and operations.
• Proficiency in Microsoft Office Suite, especially Excel.
• Ability to work collaboratively in a team environment.
• Adaptability and willingness to learn new systems and processes.
• Problem-solving skills and the ability to handle multiple tasks simultaneously.