Entry Level Operations Analyst - LOCAL CANDIDATES ONLY

Beacon Hill; King of Prussia (PA); On-site; USD 42,000 - 58,000; Full time

Job summary

Beacon Hill is seeking an entry-level Operations Analyst to support investment operations for high-net-worth client accounts. You will review transactions, process requests, and help drive process improvements in a fast-paced environment.

Ideal candidates hold a bachelor’s degree in business or finance, show strong analytical and communication skills, and are proficient with Excel and Word. This is an on-site role in King of Prussia, PA with growth opportunities.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field preferred.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and commitment to accuracy.
• Strong communication and interpersonal skills.
• Ability to prioritize and manage multiple responsibilities in a fast-paced environment.
• Strong organizational skills.
• Ability to work independently as well as collaboratively.
• Proficiency with Microsoft Excel and Word.
• Knowledge of mutual funds, securities, investments, or financial services is a plus.
• Strong interest in learning investment management and financial operations.

Responsibilities

• Review and verify investment transactions and account activity for accuracy and completeness.
• Process and review monetary and non-monetary requests.
• Research and resolve transaction discrepancies and processing issues.
• Identify errors and trends and recommend solutions to improve accuracy and efficiency.
• Communicate with financial advisors when additional information or clarification is required.
• Monitor work queues and ensure requests are completed within established deadlines.
• Gain experience with new account setup, distributions, receipts, trade processing, model changes, and other investment transactions.
• Maintain a high level of confidentiality when handling client and account information.
• Participate in projects focused on improving operational processes and systems.

Skills

Analytical skills

Problem solving

Attention to detail

Communication skills

Organizational skills

Independent work

Team collaboration

Excel

Word

Financial services knowledge

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Excel

Microsoft Word

Job description

Operations Analyst - Entry Level - Paying Well!

We are seeking a detail-oriented and analytical professional for an opportunity within the financial services industry. This position is ideal for someone interested in building experience in investment operations, securities, and wealth management while supporting high-net-worth client accounts.

What You’ll Do

• Review and verify investment transactions and account activity for accuracy and completeness.
• Process and review monetary and non-monetary requests.
• Research and resolve transaction discrepancies and processing issues.
• Identify errors and trends and recommend solutions to improve accuracy and efficiency.
• Communicate with financial advisors when additional information or clarification is required.
• Monitor work queues and ensure requests are completed within established deadlines.
• Gain experience with new account setup, distributions, receipts, trade processing, model changes, and other investment transactions.
• Maintain a high level of confidentiality when handling client and account information.
• Participate in projects focused on improving operational processes and systems.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field preferred.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and commitment to accuracy.
• Strong communication and interpersonal skills.
• Ability to prioritize and manage multiple responsibilities in a fast-paced environment.
• Strong organizational skills.
• Ability to work independently as well as collaboratively.
• Proficiency with Microsoft Excel and Word.
• Knowledge of mutual funds, securities, investments, or financial services is a plus.
• Strong interest in learning investment management and financial operations.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications 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.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future