Operations Analyst

Dexian; Castle Shannon (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

Dexian is seeking an Operations Analyst to process daily client distributions, entering dates and rates, and to set up distribution cusips in secure databases. You will verify data through outbound calls and collaborate across enterprise systems to ensure accuracy and compliance.

You will participate in QA programs, support ongoing projects, and assist teammates with documentation to measure productivity and regulatory adherence in a detail-focused, collaborative environment.

Qualifications

• Strong attention to detail and accuracy in data entry.
• Excellent communication skills for outbound calls and data verification.
• Proficiency in using applications such as Microsoft Access, Lotus Notes, and mainframe systems.
• Ability to follow established procedures carefully and consistently.
• Focus on quality and customer service.

Responsibilities

• Process client daily distributions by entering distribution dates and rates into the system.
• Set up new distribution cusips (Funds) within an internal enterprise database.
• Make outbound calls to clients or their service providers to collect and verify distribution data.
• Perform quality control checks on distribution data to ensure accuracy.
• Utilize applications such as Microsoft Access, Lotus Notes, internal mainframe systems, and multi-client image tools to complete daily tasks.
• Participate in quality assurance programs and initiatives to maintain and improve service standards.
• Assist with ongoing projects and provide support as requested by team members or managers.
• Complete necessary documentation to measure productivity and ensure compliance with internal and regulatory procedures.

Skills

Attention to detail

Outbound communication

Data entry proficiency

Customer service

Quality focus

Tools

Microsoft Access

Lotus Notes

Mainframe systems

Job description

Position Summary

The Operations Analyst is responsible for processing daily client distributions, including entering distribution dates and rates, setting up new distribution cusips (Funds) in a secure database, and ensuring data accuracy through outbound communication with clients and their service providers. The role requires meticulous attention to detail, precise data entry, and effective communication skills to support high-quality service delivery.

Key Responsibilities

• Process client daily distributions by entering distribution dates and rates into the system.
• Set up new distribution cusips (Funds) within an internal enterprise database.
• Make outbound calls to clients or their service providers to collect and verify distribution data.
• Perform quality control checks on distribution data to ensure accuracy.
• Utilize applications such as Microsoft Access, Lotus Notes, internal mainframe systems, and multi-client image tools to complete daily tasks.
• Participate in quality assurance programs and initiatives to maintain and improve service standards.
• Assist with ongoing projects and provide support as requested by team members or managers.
• Complete necessary documentation to measure productivity and ensure compliance with internal and regulatory procedures.

Required Qualifications

• Strong attention to detail and accuracy in data entry.
• Excellent communication skills for outbound calls and data verification.
• Proficiency in using applications such as Microsoft Access, Lotus Notes, and mainframe systems.
• Ability to follow established procedures carefully and consistently.
• Focus on quality and customer service.

Preferred Qualifications

• Experience working with enterprise databases and secure processing systems.
• Prior experience in a data entry or operations role within a financial or client service environment.
• Strong organizational and multitasking skills.
• Ability to support continuous improvement and quality initiatives.

Why This Opportunity May Be Appealing

This role offers a stable environment within a reputable organization that values accuracy and quality in client service operations. It provides opportunities to develop core skills in data management and communication within a supportive team, with a focus on maintaining high standards of operational excellence.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.