Operations Analyst: Data Integrity & Compliance

Aquent; Boncarbo (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Subsidized health plans

Vision plans

Dental plans

Paid sick leave

Retirement plan with match

Free online training

Job summary

Aquent is partnering with a financial services leader to identify a meticulous operations professional who will support data-driven workflows and compliance across critical business processes. You will help safeguard client interests and ensure reliable execution of wealth management product operations.

The role emphasizes precision, strong analytical skills, and the ability to thrive in a fast-paced setting, directly contributing to operational backbone and integrity of offerings.

Qualifications

• Experience in data management ensuring accuracy and integrity.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) for operational tasks.
• Exceptional attention to detail and strong analytical capabilities.
• Self-starter mentality with the ability to take initiative and manage tasks independently.
• Demonstrated ability to follow directions and work within guidelines.
• Experience thriving in a fast-paced, dynamic work environment.

Responsibilities

• Execute daily operational workflows with data entry, recordkeeping, and validation.
• Monitor daily activities and metrics; prepare reports for senior management.
• Perform daily reconciliations of operational workflows to ensure accuracy.
• Undertake essential business operational tasks as directed by senior leadership.

Skills

Data management

Attention to detail

Analytical skills

Self-starter

Independent work

Fast-paced environment

Tools

Microsoft Office

Job description

Aquent is partnering with a financial services leader to identify a meticulous operations professional who will support data-driven workflows and compliance across critical business processes. You will help safeguard client interests and ensure reliable execution of wealth management product operations.

The role emphasizes precision, strong analytical skills, and the ability to thrive in a fast-paced setting, directly contributing to operational backbone and integrity of offerings.