Operations Analyst - Finance Ops (On-site NYC)

Kingswood Group; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Kingswood Group in New York City is seeking an Operations Analyst to support daily operations, collaborate with teams to optimize workflows, and handle client inquiries in a fast-paced environment.

This full-time, in-office role offers exposure to financial services, data management, and compliance documentation. The ideal candidate has 2+ years of operations experience and strong communication skills, with proficiency in MS Office and CRM tools.

Qualifications

• 2+ years of operations experience required.
• Strong communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite and CRM platforms is a plus.

Responsibilities

• Support daily operational tasks to ensure smooth business processes.
• Collaborate with internal teams to optimize workflows and maintain efficiency.
• Handle client service inquiries and provide timely resolutions.
• Maintain accurate records and manage data entry processes.
• Assist with compliance and regulatory documentation.

Skills

Communication skills

Office Suite

CRM platforms

Education

Bachelor's degree or equivalent experience

Job description

Kingswood Group in New York City is seeking an Operations Analyst to support daily operations, collaborate with teams to optimize workflows, and handle client inquiries in a fast-paced environment.

This full-time, in-office role offers exposure to financial services, data management, and compliance documentation. The ideal candidate has 2+ years of operations experience and strong communication skills, with proficiency in MS Office and CRM tools.