Senior Financial Operations Specialist

Ameriprise Financial Services, LLC; Charlotte (NC); Hybrid; USD 44,000 - 67,000; Full time

Job summary

Ameriprise Financial Services, LLC in Charlotte, NC is seeking an operations professional to independently process and reconcile assigned products while ensuring regulatory compliance and accurate processing. The role involves collaboration with internal and external partners to research and resolve issues and may support process improvements.

Strong communication, research abilities, and the capacity to manage multiple priorities are essential.

Qualifications

• High school diploma or GED required.
• 1–3 years of relevant experience.
• Equivalent combinations of education and experience may be considered.
• Ability to research and resolve problems; strong attention to detail.

Responsibilities

• Independently process and balance the assigned product in an accurate, timely and compliant manner.
• Collaborate with internal and external partners to research and resolve issues and improve processes.
• Utilize various computer applications to provide processing information and support team projects.

Skills

Communication skills

Research & problem solving

Multitasking

Attention to detail

Education

High school diploma or GED

Job description

Ameriprise Financial Services, LLC in Charlotte, NC is seeking an operations professional to independently process and reconcile assigned products while ensuring regulatory compliance and accurate processing. The role involves collaboration with internal and external partners to research and resolve issues and may support process improvements.

Strong communication, research abilities, and the capacity to manage multiple priorities are essential.