Finance - Operations Analyst II

Apex Systems; Wilmington (DE); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

ESPP (Employee Stock Purchase Program)

401K matching

HSA

Career coaching

Job summary

Everforth Apex Systems in Wilmington, DE, seeks an Operations Analyst II for a hybrid role (3–4 days onsite). You will support daily distribution processing for high-volume broker-dealer clients, entering data, validating dividends, and coordinating with asset managers to obtain missing information.

The position emphasizes accuracy, quick data-entry, strong analytical and research skills, and the ability to learn new systems. Occasional extended hours during year-end processing are possible.

Qualifications

• High school diploma or equivalent.
• Attention to detail and data accuracy.
• Data-entry experience or ability to enter information quickly and accurately.
• Strong analytical and problem-solving skills.
• Ability to learn new processes and systems quickly.
• Proficiency with Excel, Word, and Outlook.
• Effective written and verbal communication skills.
• Ability to research information and think through operational processes.
• Willingness to complete a data-entry assessment.

Responsibilities

• Process daily client distributions by entering distribution dates, rates, and net asset values.
• Manually enter and validate dividend dates and rates to ensure accuracy.
• Contact asset managers to obtain missing information.
• Research fund declarations and net asset value source documents.
• Perform quality-control reviews to verify data accuracy.
• Support approximately 15 high-volume broker-dealer clients.
• Use Access, Outlook, Excel, mainframe apps, and imaging systems for daily tasks.
• Participate in quality initiatives to maintain client service standards.
• Assist managers and team members with ongoing projects.
• Complete required productivity documentation.
• Follow regulatory requirements and internal procedures.
• Provide support during year-end dividend processing, including longer shifts.

Skills

Attention to detail

Data entry

Analytical thinking

Problem solving

Communication

Excel

Word

Outlook

Research

Learning agility

Data validation

Education

High school diploma or equivalent

Tools

Microsoft Access

Mainframe applications

Document-imaging systems

Job description

Job#: 3053586

Job Description:

Operations Analyst II

Location: Wilmington, DE

Work Arrangement: Hybrid, 3 to 4 days onsite per week

Schedule: 10:00 a.m. to 6:30 p.m., or until daily processing is completed

Assignment Length: 4 months

Education Requirement: High school diploma or equivalent

Position Overview

We are seeking a detail-oriented Operations Analyst II to support daily distribution processing for a group of high-volume, highly visible broker-dealer clients. This role is responsible for researching and validating dividend information, accurately entering distribution data, and communicating with asset managers and service providers to obtain required information.

The ideal candidate will have strong data-entry, analytical, research, and client-service skills. Success in this position requires accuracy, attention to detail, and the ability to learn new systems and processes quickly.

Key Responsibilities

• Process daily client distributions by entering distribution dates, rates, and net asset values into an internal user-interface system.
• Manually enter and validate dividend dates and rates to ensure accurate processing.
• Contact asset managers and service providers to obtain missing or incomplete distribution information.
• Research fund declarations and net asset value source documents.
• Perform quality-control reviews to verify the accuracy and completeness of distribution data.
• Support approximately 15 high-volume broker-dealer clients.
• Use Microsoft Access, Outlook, Excel, internal mainframe applications, and document-imaging systems to complete daily responsibilities.
• Participate in quality initiatives designed to maintain a high level of client service.
• Assist managers and team members with ongoing projects as requested.
• Complete required documentation used to measure productivity.
• Follow all applicable regulatory requirements and internal procedures.
• Provide support during year-end dividend processing, including working later shifts when business needs require it.

Required Qualifications

• High school diploma or equivalent.
• Strong attention to detail and commitment to data accuracy.
• Data-entry experience or demonstrated ability to enter information quickly and accurately.
• Strong analytical and problem-solving skills.
• Ability to learn new processes and systems quickly.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Effective written and verbal communication skills.
• Ability to research information and think through operational processes.
• Willingness to complete a data-entry assessment.

Preferred Qualifications

• Previous customer service or client-support experience.
• Experience using Microsoft Excel functions such as VLOOKUP.
• Strong research and documentation skills.
• Experience working in a financial-services, investment-processing, brokerage, or operations environment.
• Familiarity with Microsoft Access, mainframe applications, or document-imaging systems.

Work Environment

This is a hybrid position based in Wilmington, Delaware, requiring employees to work onsite approximately 3 to 4 days per week. The standard workday begins at 10:00 a.m. and is generally limited to eight hours, although employees may occasionally need to work until daily processing is completed.

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.

Equal Opportunity Employer

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.

Everforth Apex 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.

Contact Information

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060