Operations Support Associate

IntePros; Pittsburgh (Allegheny County); On-site; USD 45,000 - 60,000; Full time

Job summary

IntePros is seeking an Operations Support Associate to join a fast-paced financial services team supporting Investment Management and Banking operations. You will process client information, perform data entry, and assist with cash activity and wealth management support.

The role emphasizes strong attention to detail, client-focused communication, and ability to prioritize tasks in a deadline-driven environment.

Qualifications

• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills with a client-focused mindset.
• Proficiency with Microsoft Office, including Excel, Word, and Outlook.
• Ability to prioritize multiple tasks in a fast-paced, deadline-driven environment.
• Strong organizational and time management skills.
• Self-motivated with the ability to work both independently and collaboratively.

Responsibilities

• Support multiple operations teams throughout the lifecycle of client accounts.
• Process and review sensitive client information across multiple systems with a high degree of accuracy.
• Perform data entry and validate critical financial information.
• Assist with cash activity processing, investment management statement support, and remote check deposit operations.
• Provide operational and project support for wealth management clients.
• Ensure compliance with internal policies, procedures, and service standards.

Skills

Attention to detail

Client-focused communication

Time management

Organizational skills

Self-motivation

Education

Bachelor's degree

Tools

Excel

Word

Outlook

Microsoft Office

Job description

We're seeking a detail-oriented Operations Support Associate to join a dynamic financial services team supporting Investment Management and Banking operations. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, has strong organizational skills, and is passionate about delivering exceptional client service.

Key Responsibilities:

• Support multiple operations teams throughout the lifecycle of client accounts.
• Process and review sensitive client information across multiple systems with a high degree of accuracy.
• Perform data entry and validate critical financial information.
• Assist with cash activity processing, investment management statement support, and remote check deposit operations.
• Provide operational and project support for wealth management clients.
• Ensure compliance with internal policies, procedures, and service standards.

Qualifications:

• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills with a client-focused mindset.
• Proficiency with Microsoft Office, including Excel, Word, and Outlook.
• Ability to prioritize multiple tasks in a fast-paced, deadline-driven environment.
• Strong organizational and time management skills.
• Self-motivated with the ability to work both independently and collaboratively.

Preferred Education:

• Bachelor's degree preferred; recent graduates are encouraged to apply.

If you're looking to launch or grow your career in financial operations with a collaborative team, we'd love to hear from you.