Operational Specialist

LHH; West Des Moines (IA); On-site; USD 38,000 - 46,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short-term disability

401(k) plan

Commuter benefits

Paid leave

Job summary

LHH is seeking an Operations Associate I in Iowa to support investment and retirement account operations. The role focuses on data entry, processing transactions, and maintaining accuracy across multiple systems, with a strong emphasis on attention to detail.

The position requires 1+ year of relevant experience and a high school diploma or GED. Bachelor's degree is preferred. Schedule is 8:00 AM - 4:30 PM CST, on-site in a fast-paced environment.

Qualifications

• High School Diploma or GED required.
• 1+ year of data entry, transaction processing, or administrative support experience.
• Proficient in Microsoft Office applications.
• Strong attention to detail and accuracy.
• Ability to manage multiple systems and competing priorities.
• Excellent organizational and communication skills.
• Bachelor's degree is a plus.

Responsibilities

• Process account transfers, asset movements, and new account setup.
• Review, validate, and process forms and supporting documentation.
• Enter data and maintain customer account information across systems.
• Manage workflows and ensure timely, accurate transactions.
• Research and resolve processing exceptions and discrepancies.
• Communicate with colleagues by email or phone to obtain missing information.
• Support service level agreements, quality standards, and regulatory requirements.
• Utilize MS Office and internal systems to handle high-volume workloads.

Skills

Data entry

Transaction processing

Administrative support

Microsoft Office

Attention to detail

Communication skills

Education

High School Diploma or GED

Bachelor's Degree preferred

Tools

Microsoft Office Suite

Job description

Operations Associate I | Leading Financial Services Firm

We're looking for an Operations Associate I to join a growing financial services team supporting investment and retirement account operations. If you have experience in data entry, transaction processing, administrative operations, or back-office support and thrive in a fast-paced, accuracy-driven environment, this is an excellent opportunity to build your career with a respected organization.

Schedule: 8:00 AM - 4:30 PM CST

What You'll Do:

• Process account transfers, asset movements, and new account setup and maintenance
• Review, validate, and process operational cases, forms, and supporting documentation
• Perform data entry and maintain customer account information across multiple systems
• Manage workflow queues and ensure transactions are completed accurately and on time
• Research and resolve processing exceptions and transaction discrepancies
• Communicate with representatives via email or phone to obtain missing information
• Support service level agreements, quality standards, and regulatory compliance requirements
• Utilize Microsoft Office and internal systems to process high-volume workloads efficiently

What You'll Bring:

• High School Diploma or GED required
• 1+ year of experience in data entry, transaction processing, operations support, administrative processing, or related fields
• 1+ year of experience using Microsoft Office applications
• Strong attention to detail and commitment to accuracy
• Ability to work across multiple systems and manage competing priorities
• Excellent organizational, problem-solving, and communication skills
• Comfortable working in a production-driven environment with repetitive processing tasks
• Ability to learn new systems and procedures quickly
• Financial services, banking operations, mortgage processing, insurance operations, claims processing, or account maintenance experience is a plus
• Bachelor's Degree preferred

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers