Operations Specialist

Apex Systems, LLC; Clayton (MO); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

401K

HSA

Job summary

Everforth Apex is seeking an Operations Specialist for on-site work in Clayton, MO to support essential year-end processing and client document reviews. You will ensure accurate entry of account data, maintain compliant records, and collaborate with internal teams to uphold high standards during peak operational periods.

The role requires meticulous attention to detail, experience in financial services operations, and proficiency with office software and databases.

Qualifications

• High school diploma required; bachelor's degree preferred.
• Experience in data entry or processing in financial services desirable.
• Proficiency with office software, database systems, and high-accuracy data entry.

Responsibilities

• Perform comprehensive reviews of client documents for completeness and regulatory compliance.
• Process documentation for new advisory accounts with accurate system entry and classification.
• Review and verify asset movement requests to facilitate transfers.
• Identify and resolve processing discrepancies by coordinating with internal departments.
• Maintain organized digital records and tracking logs for year-end reporting.

Skills

Data entry

Administrative operations

Attention to detail

Education

High school diploma

Bachelor's degree in business/finance

Tools

Office software

Database management systems

Data entry tools

Job description

## Job Description# Operations SpecialistApply**Job#: 3057589****Job Description:**Operations Specialist**Location:** Clayton, Missouri (On-site)Role OverviewAn established organization in the financial services sector is seeking a detail-oriented professional to assist with essential operational processing. This position focuses on critical year-end administrative tasks, facilitating the accurate review and setup of client documentation and account records. The successful candidate will collaborate with internal teams to ensure compliance with industry standards and maintain high quality during a high-volume operational period.Key Responsibilities* Perform comprehensive reviews of client documents to verify completeness and compliance with regulatory guidelines.* Process documentation for new advisory accounts, ensuring accurate system entry and proper classification.* Review and verify asset movement requests to facilitate timely and secure transfers.* Identify and resolve processing discrepancies by communicating with internal departments.* Maintain organized digital records and tracking logs for year-end operational reporting.* Adhere strictly to industry compliance standards and organizational policies for data management.Required Qualifications**Education:** A high school diploma or equivalent is required, with a bachelor's degree in business, finance, or a related field preferred.**Experience:** Prior experience in data entry, administrative operations, or processing within the financial services industry is highly desirable.**Technical Skills:** Proficiency with professional office software, database management systems, and high-accuracy data entry tools.Preferred Qualifications* Familiarity with financial advisory account structures and asset transfer procedures.* Strong analytical skills with exceptional attention to detail in high-volume environments. *Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.**Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy**Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.**Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.**If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.**UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.***Employee Type:** Contract**Location:** Clayton, MO, US**Job Type:****Date Posted:** November 2, 2026**Pay Range:** $25 - $35 per hour