In-Office Operations Analyst — NYC | Drive Efficiency

Kingswood Group; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Kingswood Group in New York is seeking an Operations Analyst to join our in-office team. This full-time role emphasizes attention to detail, process improvement, and collaboration across departments to support daily workflows.

You will handle data entry, client inquiries, regulatory documentation, and maintain records while contributing to a fast-paced financial services environment at our NYC office.

Qualifications

• 2+ years of prior experience in operations
• Excellent communication and interpersonal abilities
• Proficiency in Microsoft Office Suite and CRM platforms is a plus

Responsibilities

• Support daily operational tasks to ensure smooth business processes.
• Collaborate with internal teams to optimize workflows and maintain efficiency.
• Handle client service inquiries and provide timely resolutions.
• Maintain accurate records and manage data entry processes.
• Assist with compliance and regulatory documentation.

Skills

Operations experience

Communication skills

Interpersonal skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

CRM platforms

Job description

Kingswood Group in New York is seeking an Operations Analyst to join our in-office team. This full-time role emphasizes attention to detail, process improvement, and collaboration across departments to support daily workflows.

You will handle data entry, client inquiries, regulatory documentation, and maintain records while contributing to a fast-paced financial services environment at our NYC office.