Operations Processing Associate (contract)

BNY; Pittsburgh (Allegheny County); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Job summary

BNY is seeking an Operations Processing Associate to support back-office teams across Investment Management, Banking, Fiduciary and Loan products. The role focuses on account processing, closures, transfers, and fiduciary administration.

Based in Pittsburgh, PA, the position starts onsite and transitions to hybrid after 2–3 months. Working hours are 8:30 AM – 5:00 PM ET, offering exposure to wealth management operations within a regulated financial services environment.

Qualifications

• 1–2+ years in data entry, banking, or back-office operations (internship experience acceptable).
• Strong attention to detail with ability to process critical data accurately and timely.
• Excellent written and verbal communication skills.

Responsibilities

• Process account closures and transfers across internal platforms.
• Support fiduciary accounts and lifecycle events.
• Input and review client data across systems with quality checks.
• Perform document scanning, filing, and records management.
• Process mail, checks, and related communications.
• Assist with cash activities, securities processing, fees, tax docs, and reconciliations.
• Use Trust 3000 (SEI) and Microsoft Office for workflows.
• Collaborate with brokers and ops teams to resolve issues.

Skills

Attention to detail

Communication skills

MS Office

Organizational skills

Deadline-driven

Independent worker

Education

High School diploma

Associate’s or Bachelor’s degree preferred

Tools

Trust 3000 (SEI)

MS Office Suite

Job description

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

Job Summary

BNY is seeking an Operations Processing Associate to support multiple back-office teams servicing Investment Management, Banking, Fiduciary, and Loan products across the full lifecycle of client accounts. This role is primarily focused on account processing activities, including account closures, portfolio transfers, fiduciary administration support, and operational record management.

This position is based in Pittsburgh, PA. The role will begin fully onsite and transition to a hybrid schedule (4 days onsite) after approximately 2–3 months. Working hours are 8:30 AM – 5:00 PM ET.

Key Responsibilities

• Account Processing & Closures: Process account closure requests for wealth management accounts, ensuring accurate system updates and proper documentation handling. Manage portfolio transfers and account movements across internal platforms.
• Fiduciary & Fast-Track Support: Support fiduciary accounts (trusts and estates) and agency/IRA/IMA accounts, handling operational activities related to account maintenance and lifecycle events.
• Data Entry & Quality Control: Accurately input and review sensitive client information across multiple systems, ensuring completeness and minimizing errors prior to control review.
• Document & Records Management: Perform document scanning, filing, vault maintenance, and records management activities in accordance with internal policies and regulatory requirements.
• Mail & Payment Processing: Process incoming and outgoing mail, including checks, proxies, loan documentation, client statements, and related communications.
• Reconciliations & Operational Support: Assist with cash activities, securities processing, fees, tax-related documentation, loan origination/advances/payments, deposits, accounting entries, and reconciliations as assigned.
• System Utilization: Utilize internal systems including Trust 3000 (SEI) and Microsoft Office tools to manage workflow queues and account loads.
• Cross-Functional Collaboration: Work closely with internal partners, brokers, and operations teams to resolve account issues, raise exceptions when necessary, and meet service deadlines.

Qualifications

• 1–2+ years of experience in data entry, banking, financial services, or back-office operations (internship experience acceptable)
• Strong attention to detail with ability to process critical data accurately and timely
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to prioritize multiple tasks in a changing environment
• Ability to work independently and collaboratively within a team setting
• Proficiency in Microsoft Office Suite
• Ability to operate effectively in a deadline-driven, high-volume processing environment
• High School diploma required; Associate’s or Bachelor’s degree in Accounting, Finance, Business, or related field preferred

Preferred Experience

• Exposure to fiduciary services, trusts, or estate administration
• Prior experience in financial services operations or banking environments
• Experience supporting account maintenance, transfers, or closures
• Familiarity with workflow or ticketing-style systems

Why Join Us

This role offers hands‑on exposure to wealth management and fiduciary operations within a regulated financial services environment. You will gain valuable operational expertise, develop strong attention to detail and risk management skills, and build a foundation for long‑term career growth in financial services.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Pay Rate Range

20.8 - 26 USD hourly

Additional Notes

Applications will be accepted on an ongoing basis. This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full‑time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.

Benefits Information

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.