Finance - Operations Analyst I

Apex Systems, LLC; Northern (KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

401K with company match

HSA

Employee Assistance Program

ESPP

Discount program

Certification prep & learning

Job summary

Everforth Apex Systems seeks a Finance - Operations Analyst I to monitor and process new account paperwork, terminations, liquidations, and trading halts. You will handle requests via web portals and email with attention to detail and clear communication.

The role supports quality programs, projects, and productivity documentation; you will manage multiple workflow queues and respond to intermediaries, contributing to efficient operations and strong customer service.

Qualifications

• Strong data entry accuracy and attention to detail required.
• Clear, professional communication across portals and email.
• Ability to participate in quality programs and process improvements.

Responsibilities

• Monitor and process new account paperwork, terminations, liquidations, and halt/resume trading requests.
• Manage multiple sponsor portals and workflow queues to ensure timely responses.
• Respond to intermediary requests in a professional and timely manner.
• Provide support for department projects and productivity documentation.

Skills

Data entry

Attention to detail

Effective communication

Quality improvement

Job description

**Job#: 3054431****Job Description:****Finance- Operations Analyst I**- Responsible for monitoring and processing new account paperwork, terminations, liquidations, halt trading, resume trading and restriction requests received on webpages and via email.- Attention detail, data entry accuracy, and effective communication skills are essential to the role.- Participate in quality programs and initiatives to ensure the highest level of customer service is provided.- Help and/or support any ongoing projects as requested by managers or co-workers.- Complete any required documentation for productivity measurement- Monitor multiple sponsor portals and/or websites for sponsor requests.- Processing new account paperwork, terminations, freezes and other ad hoc requests.- Manage multiple workflow queues throughout the day to ensure all sponsor requests.- Respond to various requests from intermediaries in a timely and professional manner- Provide support in department projects as needed*Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing(R) in Talent Satisfaction in the United States and Great Place to Work(R) in the United Kingdom and Mexico.**Everforth Apex uses a virtual recruiter as part of the application process. Click for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at**Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.**Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.**If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.**UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.*