Financial Operations Associate

Vaco by Highspring; Raleigh (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) retirement plan

Discretionary bonuses

Job summary

A distinguished consulting firm in Raleigh is recruiting a Financial Operations Associate to support client lifecycle and operational tasks. This high-visibility role requires 5-10+ years in administration or client service, with a focus on accuracy in reporting. Ideal candidates will possess strong communication skills and meticulous attention to detail. The position offers competitive compensation, potential bonuses, and benefits including medical and retirement plans.

Qualifications

• 5-10+ years of experience in administration, operations, or client service roles.
• Experience in consulting services or financial services required.
• Excellent attention to detail and follow-through across multiple workflows.
• Strong written and verbal communication skills.

Responsibilities

• Prepare and deliver recurring and ad hoc reports.
• Handle daily operational tasks including document management.
• Serve as a first point of contact for clients.
• Facilitate account activities and maintain documentation.
• Assist with special projects and administrative tasks.
• Maintain updated client records and assist with meeting prep.
• Maintain updated client records and assist with meeting prep, scheduling, and follow-ups.

Skills

Performance analysis

Administration

Operations

Attention to detail

Communication skills

Job description

We are recruiting a Financial Operations Associate for a long standing firm in the Raleigh area. This is a hands‑on, high‑visibility role supporting the full client lifecycle and firm operations, ideal for someone with a strong background in performance analysis, administration and, and operations who thrives in a collaborative, detail‑driven environment.
Key Responsibilities:

• Prepare and deliver recurring and ad hoc reports to both internal teams and external stakeholders, with a focus on accuracy and clarity.
• Handle daily operational tasks including document management, vendor coordination, and internal reporting.
• Serve as a first point of contact for clients on routine matters; coordinate with internal teams for resolution of complex requests.
• Facilitate account activities, including transaction processing, internal allocations, and account setup/maintenance.
• Organize and maintain documentation related to compliance, legal, and operational records; manage outbound communications and reporting deliverables.
• Assist with special projects, event logistics, and administrative tasks as needed.
• Maintain updated client records and assist with meeting prep, scheduling, and follow-ups.

Qualifications:

• 5-10+ years of experience in administration, operations, or client service roles.
• Experience in consulting services or financial services is required.
• Excellent attention to detail and follow‑through across multiple workflows.
• Strong written and verbal communication skills; able to manage sensitive client information professionally.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.