Finance Operations Support Specialist

IntePros

Pittsburgh (Allegheny County)

On-site

USD 45,000 - 60,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

IntePros is seeking an Operations Support Associate to join a fast-paced financial services team supporting Investment Management and Banking operations. You will process client information, perform data entry, and assist with cash activity and wealth management support.

The role emphasizes strong attention to detail, client-focused communication, and ability to prioritize tasks in a deadline-driven environment.

Qualifications

  • Strong attention to detail and commitment to accuracy.
  • Excellent written and verbal communication skills with a client-focused mindset.
  • Proficiency with Microsoft Office, including Excel, Word, and Outlook.
  • Ability to prioritize multiple tasks in a fast-paced, deadline-driven environment.
  • Strong organizational and time management skills.
  • Self-motivated with the ability to work both independently and collaboratively.

Responsibilities

  • Support multiple operations teams throughout the lifecycle of client accounts.
  • Process and review sensitive client information across multiple systems with a high degree of accuracy.
  • Perform data entry and validate critical financial information.
  • Assist with cash activity processing, investment management statement support, and remote check deposit operations.
  • Provide operational and project support for wealth management clients.
  • Ensure compliance with internal policies, procedures, and service standards.

Skills

Attention to detail
Client-focused communication
Time management
Organizational skills
Self-motivation

Education

Bachelor's degree

Tools

Excel
Word
Outlook
Microsoft Office

Job description

IntePros is seeking an Operations Support Associate to join a fast-paced financial services team supporting Investment Management and Banking operations. You will process client information, perform data entry, and assist with cash activity and wealth management support.

The role emphasizes strong attention to detail, client-focused communication, and ability to prioritize tasks in a deadline-driven environment.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Operations Support Associate
Operations Support Associate

IntePros • Pittsburgh

On-site
USD 45,000 - 60,000
Remote Operations Specialist - Financial Services
Remote Operations Specialist - Financial Services

Focus Partners Wealth • St. Louis (MO), Northern (KY)

Hybrid
USD 53,000 - 56,000
Operations Specialist: Data Integrity & Frontline Support
Operations Specialist: Data Integrity & Frontline Support

First Century Bank • Tazewell (TN)

On-site
USD 42,000 - 64,000
Advisor Support Operations Coordinator
Advisor Support Operations Coordinator

Integrity • Urbandale (IA)

On-site
USD 36,000 - 52,000
Competitive compensation package
Benefits for employees and families
Equal Opportunity employer
Investment Operations Associate
Investment Operations Associate

Whitridge Associates • Massachusetts

On-site
USD 85,000 - 125,000
Data Entry Specialist
Data Entry Specialist

Manpower • Elgin (IL)

On-site
USD 35,000 - 45,000
Operations Support Specialist Contract
Operations Support Specialist Contract

ExtendMyTeam • Austin (TX)

On-site
USD 40,000 - 60,000
Operations Support
Operations Support

Compunnel Inc. • Columbus (OH)

On-site
Fintech Operations Specialist: Trade Processing & Support
Fintech Operations Specialist: Trade Processing & Support

Apex Fintech Solutions • Fort Worth (TX), Town of Texas (WI)

Hybrid
USD 70,000 - 90,000
Hybrid work schedule
Healthcare benefits
401k match
Client-Focused Financial Operations Associate
Client-Focused Financial Operations Associate

IAG Wealth Partners • Waukesha (WI)

On-site
USD 45,000 - 65,000