Operations Specialist

Sharp Decisions; New York (NY); On-site; USD 54,000 - 62,000; Full time

Job summary

Sharp Decisions is seeking a Banking Operation Specialist to support pay operations on W-2. The role emphasizes high-volume data entry into mainframe and brokerage systems with precise, auditable notes.

You will coordinate cash and security transfers, collaborate with Operations, Legal, Tax, and external vendors, and review reports to mitigate risk. Strong attention to detail and MS Office proficiency are essential.

Qualifications

• Bachelor’s degree in Business, Finance, or related field or equivalent experience.
• Strong data entry accuracy and auditable record-keeping.
• Excellent written and verbal communication skills.

Responsibilities

• Perform high-volume data entry into mainframe/brokerage systems with precise notes.
• Liaise with front-office to coordinate cash and security transfers and terminations.
• Review operational reports for accuracy and flag gaps to mitigate risk.
• Collaborate with Operations, Legal, Tax and external vendors.
• Identify bottlenecks and propose process improvements.

Skills

Data Entry

Attention to detail

Communication

Time management

Excel

Mainframe learning

Bachelor’s degree

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Excel

Word

Mainframe systems

Job description

Banking Operation Specialist – Pay – $28/hr. on W2

Key Responsibilities

• Data Entry & Documentation: Perform high-volume entry of financial information into mainframe and brokerage systems while maintaining precise, clear, and auditable case notes.
• Transaction Coordination: Liaise with front-office personnel to coordinate and track cash and security transfers, asset movements, fund/model changes, liquidations, and account terminations.
• Quality Assurance: Review and analyze operational reports and system documents for accuracy, escalating gaps or anomalies to the appropriate teams to mitigate monetary, regulatory, and reputational risk.
• Stakeholder Collaboration: Build and maintain strong working partnerships with cross-functional teams, including Operations, Trust Officers, Legal, Tax, and external vendors.
• Process Improvement: Identify operational bottlenecks during daily activities and propose solutions to streamline processes and improve efficiency.

Required Skills & Qualifications

• Core Administrative Skills: Proven typing speed and accuracy, along with strong data entry skills.
• Meticulous Attention to Detail: Ability to identify errors in detailed documentation and maintain impeccable records.
• Communication: Strong verbal and written communication skills for effective cross-departmental coordination.
• Agility & Organization: Exceptional planning, prioritization, and time-management skills to thrive in a fast-paced environment with shifting priorities.
• Technical Proficiency: Proficiency with Microsoft Office, particularly Excel and Word, and the ability to quickly learn proprietary mainframe and brokerage databases.
• Education: Bachelor’s degree in Business, Finance, or a related field, or equivalent practical administrative experience.

Preferred Qualifications (Nice-to-Have)

• Previous exposure to banking, brokerage operations, trust services, or securities products is a plus but not required.