Admin/Clerical - Operations Specialist

Yoh,-A-Day-; Fort Mill (SC); Hybrid; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical & Dental Benefits

Vision Benefits

Health Savings Account (HSA)

Life & Disability Insurance

EAP - Employee Assistance Program

401K Retirement Savings Plan

Direct Deposit & weekly ePayroll

Referral Bonus Programs

Training opportunities

Job summary

Yoh, a Day & Zimmermann company, is seeking an Operations Specialist in Fort Mill, SC for a 6+ month contract. The role focuses on processing financial transactions, including receipts, journal requests, and various disbursements, with emphasis on accuracy and timely reporting.

The candidate will handle ACAT transfers, divorce and death claim processing, tax operations, and reconciliation tasks across multiple applications. Strong Excel skills and ability to work under deadlines are essential.

Qualifications

• Strong Excel proficiency and data handling skills.
• Clear written and verbal communication abilities at multiple levels.
• Attention to detail with strong reporting skills.

Responsibilities

• Processing receipt transactions not in Good Order and journal requests.
• Handle divorce and death claim processing; tax operations processing.
• Process ACAT, Non ACAT and/or Mutual Fund transfers; monitor disbursement work queues.

Skills

Excel

Communication

Attention to detail

Multitasking

Investment knowledge

Tools

Documentum

BETA

Visio

Adobe

Siebel

Job description

Admin/Clerical - Operations Specialist (BH-398722)

Location Fort Mill, United States Sector Financial Services

Operation Specialists

6+ month contract

Fort Mill, SC (Hybrid)

Job Description and Responsibilities May Include:

• Processing - Responsible for processing receipt transactions that are Not in Good Order, processing journal request, and monitoring/handling the disbursement work queues to process various disbursement requests.
• Divorce and Death Claim processing
• Tax operations processing.
• Processing ACAT, Non ACAT and/or Mutual Fund account transfers
• Report Review- Reviewing reports that reconcile general ledgers and end of day balances
• Supporting investment transaction accounting, position reconciliation for the purpose of accurate reporting
• Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current LPL Advisors
• Expected to perform a set amount of tasks daily using several applications, following set procedures and guidelines
• Additional tasks to match changing business needs

Qualifications:

• An understanding of direct processing is preferred but not required
• Very strong proficiency skills in Excel
• Strong written & verbalse communication skills with the ability to communicate effectively at multiple levels
• Attention to detail, ability to analyze information and strong reporting skills
• Must work well under stress in order to meet strict set deadlines
• Must be organized and can work on multiple projects at a time
• Knowledgeable of a wide range of financial investment vehicles including but not limited to Mutual Funds, Fixed Income Products, Options, Common Stocks and Variable Annuities preferred
• Familiarity with Documentum, BETA, Visio, Adobe, Siebel preferred

Estimated Min Rate: $20.00

Estimated Max Rate: $23.00

What's In It for You?

We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.