Operations Associate: Entitlements & Audit Support

BNY; Town of Florida (NY); Hybrid; USD 33,000 - 41,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement benefits

Job summary

BNY is seeking an entry‑level to early‑career Operations Specialist to support Entitlements and NetX Investor platforms. You will create investor IDs, help clean up accounts, and assist with regulatory and audit processes in a hybrid Lake Mary, FL environment.

The role emphasizes reliability, quick learning, and teamwork, with opportunities to grow into broader operational responsibilities and client support within financial services.

Qualifications

• Associate's degree or higher required.
• 1–3 years of professional experience (entry‑level candidates welcome).
• Strong reliability and attendance.
• Ability to learn new systems quickly and work both independently and within a team.
• Basic computer proficiency required.

Responsibilities

• Entitlements & Access Management: Create and maintain NetX Investor IDs, enabling secure client access to account information.
• Operational Support: Assist with projects related to orphaned and unmanaged accounts, including supporting account transitions off the platform.
• Returned Mail Processing: Review, code, and resolve returned or undeliverable mail to prevent accounts from becoming abandoned.
• Audit Support: Support returned mail processes by supplying account statements and documentation to auditors.
• Cross‑Team Collaboration: Work closely with onshore and offshore teams to manage urgent or high‑priority requests.
• Documentation & Accuracy: Ensure accurate data entry and adherence to internal operational procedures and controls.

Skills

Reliability & attendance

Learning agility

Teamwork

Basic computer proficiency

Education

Associate's degree or higher

Tools

Microsoft Office

Excel

Word

Job description

BNY is seeking an entry‑level to early‑career Operations Specialist to support Entitlements and NetX Investor platforms. You will create investor IDs, help clean up accounts, and assist with regulatory and audit processes in a hybrid Lake Mary, FL environment.

The role emphasizes reliability, quick learning, and teamwork, with opportunities to grow into broader operational responsibilities and client support within financial services.