Operations Associate

Daybright Financial; Wayne (PA); On-site; USD 40,000 - 65,000; Full time

Job summary

Daybright Financial is seeking an Operations Associate in Wayne, PA to support back-office operations for our proprietary investment product and assist clients with account questions.

The ideal candidate has a Finance-related bachelor’s degree, strong communication skills, and the ability to work independently in a structured environment. Proficiency in MS Office and PDF workflows is preferred for daily tasks.

Qualifications

• Bachelor’s degree (Finance or related field preferred).
• Excellent sales and communication skills.
• Self-motivated with ability to work independently.
• Experience in financial services back-office is a plus.

Responsibilities

• Support daily back-office operations for our proprietary investment product.
• Assist clients with login access and general account-related questions.
• Review, process, and track client paperwork for accuracy and completeness.
• Process and track check deposits and incoming funds.
• Handle transfer requests, including processing, monitoring status, and follow-up.
• Maintain accurate records and ensure documentation is properly stored.
• Provide internal and external client service support as needed.
• Communicate effectively with internal teams to resolve issues.

Skills

Attention to detail

Time management

Strong communication

Independent worker

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Excel

Microsoft Word

Adobe PDF

Job description

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.

Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.

For more information on Daybright Financial, visit daybright.com. Follow Daybright on LinkedIn, Instagram, Facebook, and YouTube.

Daybright is currently seeking a Operations Associate to join our Individual Financial Solutions Segment located in Wayne, PA. Be part of a team of thought leaders and seasoned benefits and retirement planning professionals.

JOB DESCRIPTION:

We are seeking a detail-oriented Operations Associate to support the back-office functions of our proprietary investment product. This role is critical to ensure accurate processing, timely follow-up, and high-quality client service. The ideal candidate is organized, dependable, and comfortable handling multiple operational tasks in a fast-paced environment.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree (Finance or related field preferred).
• Excellent sales and communication skills.
• Self-motivated with ability to work independently.

RESPONSIBILITIES:

• Support daily back-office operations related to our proprietary investment product
• Assist clients with login access and general account-related questions
• Review, process, and track client paperwork for accuracy and collectedness
• Process and track check deposits and incoming funds
• Handle transfer requests, including processing, monitoring status, and follow-up
• Maintain accurate records and ensure documentation is properly stored
• Provide internal and external client service support as needed
• Communicate effectively with internal teams to resolve issues or obtain missing information
• Perform other operational and administrative duties as assigned

PERSONAL SKILLS & CULTURAL FIT:

• Strong attention to detail and commitment to accuracy
• Ability to prioritize tasks and manage multiple responsibilities simultaneously
• Proficiency in Microsoft Excel, Word, and Adobe (PDF review and editing)
• Strong organizational and time-management skills
• Professional written and verbal communication skills
• Ability to work independently while collaborating effectively with a team
• Comfort working in a structured, process-driven environment

INDUSTRY SPECIFIC KNOWLEDGE (PREFERRED):

• Prior experience in financial services, operations, or back-office support.
• Familiarity with investment products, account processing, or custodial platforms.
• Experience handling sensitive or confidential client information.