Operational Specialist

LHH; Washington (District of Columbia); On-site; USD 60,000 - 75,000; Full time

Job summary

LHH in Washington, DC is seeking a detail-oriented Operations Specialist to join our client’s team. You will provide administrative and operational support to multiple departments, ensuring efficient day-to-day operations and outstanding service to internal teams and clients.

Primary responsibilities include organizing documents, supporting client service and operations, coordinating with partners, and assisting with various projects as needed.

Qualifications

• Bachelor's degree required.
• Minimum of one year of experience in the brokerage, investment, or financial services industry.
• Strong working knowledge of Microsoft Office applications (Word, Excel, Outlook).
• Highly organized, dependable, and able to manage competing priorities with minimal supervision.
• Excellent attention to detail and ability to multitask in a fast-paced environment.
• Professional, collaborative, and customer-focused with strong interpersonal skills.

Responsibilities

• Review and organize incoming documents, ensuring accurate filing within client accounts.
• Provide administrative and operational support to client service and operations teams.
• Coordinate with clearing partner and internal operations to resolve account-related matters.
• Partner with Account Executives and senior leadership to support objectives and client needs.
• Develop expertise in operational processes and serve as a resource for colleagues.

Skills

Organizational skills

Attention to detail

Communication

Interpersonal skills

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

LHH is looking for a detail-oriented and proactive Operations Specialist to join our client’s team in Washington, DC. In this role, you will provide administrative and operational support to multiple departments, helping ensure efficient day-to-day operations while delivering outstanding service to internal teams and clients.

Primary Responsibilities

• Review and organize incoming documents, ensuring they are accurately filed within the appropriate client accounts.
• Provide administrative and operational assistance to client service and operations teams.
• Coordinate with the firm's clearing partner and internal operations departments to resolve account-related and operational matters.
• Partner closely with Account Executives and senior leadership to support business objectives and client needs.
• Develop expertise in operational processes and serve as a knowledgeable resource for colleagues across the organization.
• Assist with additional projects and responsibilities as assigned.

Qualifications

• Bachelor's degree required.
• Minimum of one year of experience in the brokerage, investment, or financial services industry.
• Strong working knowledge of Microsoft Office applications, including Word, Excel, and Outlook.
• Highly organized, dependable, and able to manage competing priorities with minimal supervision.
• Excellent attention to detail with the ability to handle multiple tasks in a fast-paced environment.
• Professional, collaborative, and customer-focused with strong interpersonal skills.
• Effective written and verbal communication skills and the ability to build and maintain positive client and team relationships.