Financial Ops Analyst — On-site Onboarding & Support

The BayTech Group; Baltimore (MD); On-site; USD 65,000 - 90,000; Full time

Job summary

The BayTech Group seeks a Financial Ops Analyst to join a fast-paced financial services team, supporting client onboarding and operational processes. You’ll manage requests, review documentation for accuracy, and collaborate across multiple teams.

The role requires sharp attention to detail, excellent organization, and the ability to juggle priorities in a dynamic environment. Proficiency in Excel/MS Office is essential; SQL experience is a plus. On-site work in Baltimore, MD.

Qualifications

• Bachelor’s in Finance, Economics, Accounting, or related field.
• 1–3 years of relevant experience (internships count).
• Strong analytical, organizational, and communication skills.
• High attention to detail with the ability to manage multiple priorities.
• Interest in Wealth Management or Financial Services analyst role.
• Proficiency in Excel and MS Office.
• SQL experience helpful but not required.
• Strong client-service mindset and teamwork skills.
• Ability to work on-site in a fast-paced environment.

Responsibilities

• Support the client account onboarding and account maintenance process.
• Manage incoming requests and ensure timely completion of tasks.
• Review documentation for accuracy and completeness.
• Research and resolve operational issues.
• Collaborate with internal teams and external partners.
• Identify opportunities to improve processes and workflows.
• Assist with special projects as needed.

Skills

Analytical skills

Organizational skills

Communication skills

Attention to detail

Teamwork

Client-service mindset

Education

Bachelor's in Finance/Economics/Accounting

Tools

Excel

MS Office

SQL

Job description

The BayTech Group seeks a Financial Ops Analyst to join a fast-paced financial services team, supporting client onboarding and operational processes. You’ll manage requests, review documentation for accuracy, and collaborate across multiple teams.

The role requires sharp attention to detail, excellent organization, and the ability to juggle priorities in a dynamic environment. Proficiency in Excel/MS Office is essential; SQL experience is a plus. On-site work in Baltimore, MD.