Financial Operations Specialist

Talentify; Fort Washington (Montgomery County); On-site; USD 20,000 - 29,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) plan

Life Insurance

Disability Insurance

HSA

Paid time off

Job summary

Aston Carter is hiring a Financial Operations Specialist to support daily custody and securities operations in a professional financial services environment. The role emphasizes accurate processing, record-keeping, regulatory compliance, and strong client and internal team service.

Based onsite in a corporate office, you will handle reconciliations, documentation, and data-driven reporting while maintaining high standards of accuracy and collaboration with colleagues and clients.

Qualifications

• Bachelor-level accounting or finance experience not required; high school diploma acceptable.
• Demonstrated data analysis skills with strong attention to detail.
• Proficiency in Excel and data entry with organized data management.

Responsibilities

• Process daily custody transactions accurately and timely following established procedures.
• Perform account reconciliations and investigate discrepancies.
• Maintain accurate records for custody and securities operations.
• Ensure compliance with custody policies and applicable regulations.
• Coordinate with clients and internal teams with professional communication.
• Assist audit requests by preparing required documentation.
• Support regulatory reporting with accurate data gathering.
• Monitor controls and escalate issues to stakeholders for resolution.

Skills

Data analysis

Attention to detail

Communication skills

Education

High school diploma

Tools

Excel

Securities systems

Accounting software

Job description

About this job

Job Title: Financial Operations Specialist

Job Description

The Financial Operations Specialist plays a key role in supporting daily custody and securities operations within a large financial services environment. This position focuses on accurate processing of financial transactions, maintaining precise records, ensuring regulatory compliance, and providing professional service to internal teams and clients. It offers an excellent opportunity to gain valuable experience and build a long-term career in financial operations and reporting.

Responsibilities

• Process daily custody transactions accurately and in a timely manner, following established procedures and controls.
• Perform account reconciliations regularly and investigate, resolve, and document any discrepancies.
• Maintain accurate records and documentation for all custody and securities operations activities.
• Ensure compliance with custody policies, internal guidelines, and applicable regulations in all operational processes.
• Coordinate with clients and internal teams on operational matters, providing clear and professional communication.
• Support audit requests by preparing and providing required documentation and information.
• Assist with regulatory reporting by gathering data and ensuring the accuracy and completeness of submissions.
• Monitor operational controls and identify potential process risks, recommending improvements where appropriate.
• Escalate operational issues promptly to the appropriate stakeholders and track them through to resolution.
• Contribute to a high level of customer service by responding to inquiries and resolving issues efficiently.
• High school diploma or equivalent education.
• Demonstrated computer competency, including comfort working with various systems and applications.
• Exposure to accounting or finance concepts and processes, such as reconciliations or financial reporting.
• Professional work exposure in an office or business environment.
• Experience or familiarity with custody and securities operations.
• Ability to perform accurate account reconciliations and resolve discrepancies.
• Understanding of basic financial reporting practices.
• Awareness of regulatory compliance requirements in a financial services context.
• Strong data analysis skills with attention to detail and accuracy.
• Customer service skills with the ability to communicate clearly and professionally.
• Proficiency in Excel and data entry, including working with spreadsheets and maintaining organized data.

This role is based fully onsite, five days a week, within a professional financial services office environment. The position involves working with custody and securities operations systems, Excel, and other computer applications on a daily basis. The work setting emphasizes accuracy, compliance, and collaboration, with regular interaction across internal teams and clients. Employees are expected to maintain a professional demeanor and attire appropriate for a corporate financial services workplace

Job Type & Location

This is a Contract to Hire position based out of Fort Washington, PA.

Pay and Benefits

The pay range for this position is $18.00 - $18.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Application Deadline

This position is anticipated to close on Nov 6, 2026.

Workplace Type

This is a fully onsite position in Fort Washington,PA.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [e-mail] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.