Financial Operations Associate

Join a fast-paced financial services team where accuracy, problem-solving, and attention to detail drive real impact. We are seeking a motivated, dependable Financial Operations Associate to support our client's daily account processing, maintain high-quality standards, and deliver exceptional service to clients and internal partners.

This role processes a variety of financial transactions, account activities, and operational requests in a high-volume environment. This role requires strong attention to detail, critical thinking, and the ability to manage multiple priorities while meeting deadlines and quality standards. If you are detail-oriented, dependable, and enjoy working in a fast-paced environment where your work directly contributes to operational success, we'd love to hear from you!

Work Model:

• On-Site

What You Will Do:

• Process daily operational tasks including account setup, maintenance, transfers, and asset movement activities
• Complete routine and complex transactions efficiently and accurately
• Review work for accuracy and identify potential discrepancies or issues before processing
• Research, troubleshoot, and resolve operational and account-related concerns
• Follow established procedures, service level agreements, and quality standards
• Utilize financial systems, software applications, and internal tools to complete work efficiently
• Maintain compliance with company policies, procedures, and regulatory requirements
• Collaborate with team members and business partners to ensure exceptional customer service and operational excellence

What You Will Need to Be Successful:

• High School Diploma or GED
• Minimum of 1 year of experience using Microsoft Office applications
• Strong attention to detail, problem-solving abilities, and commitment to accuracy
• Ability to prioritize tasks and meet deadlines in a fast-paced environment
• Excellent organizational, communication, and follow-up skills
• Ability to work independently, exercise sound judgment, and build positive working relationships across teams
• A proactive, self-motivated approach to work with a willingness to embrace change
• Bachelor’s Degree (preferred)
• 1+ years of experience within the financial services industry (preferred)
• Experience working in a high-volume, deadline-driven processing environment (preferred)
• Familiarity with financial products, account maintenance, and transaction processing (preferred)

Benefits Overview:

• 401k
• Major health insurances
• Employee Stock Ownership Plan (ESOP)
• Click here for a complete list of benefits
• The opportunity to build a career in the financial services industry
• A dynamic and collaborative team environment
• Professional development and growth opportunities
• Meaningful work supporting critical client and business operations

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email resumes@thepalmergroup.com.

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