Investments Back-Office Operations Associate

Daybright Financial; Wayne (PA); On-site; USD 40,000 - 65,000; Full time

Job summary

Daybright Financial is seeking an Operations Associate in Wayne, PA to support back-office operations for our proprietary investment product and assist clients with account questions.

The ideal candidate has a Finance-related bachelor’s degree, strong communication skills, and the ability to work independently in a structured environment. Proficiency in MS Office and PDF workflows is preferred for daily tasks.

Qualifications

• Bachelor’s degree (Finance or related field preferred).
• Excellent sales and communication skills.
• Self-motivated with ability to work independently.
• Experience in financial services back-office is a plus.

Responsibilities

• Support daily back-office operations for our proprietary investment product.
• Assist clients with login access and general account-related questions.
• Review, process, and track client paperwork for accuracy and completeness.
• Process and track check deposits and incoming funds.
• Handle transfer requests, including processing, monitoring status, and follow-up.
• Maintain accurate records and ensure documentation is properly stored.
• Provide internal and external client service support as needed.
• Communicate effectively with internal teams to resolve issues.

Skills

Attention to detail

Time management

Strong communication

Independent worker

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Excel

Microsoft Word

Adobe PDF

Job description

Daybright Financial is seeking an Operations Associate in Wayne, PA to support back-office operations for our proprietary investment product and assist clients with account questions.

The ideal candidate has a Finance-related bachelor’s degree, strong communication skills, and the ability to work independently in a structured environment. Proficiency in MS Office and PDF workflows is preferred for daily tasks.