Senior Financial Operations Specialist (Hybrid)

Ameriprise Financial; Charlotte (NC); Hybrid; USD 47,000 - 54,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive benefits

401(k) plan

Job summary

Responsibilities include accurate processing, collaboration with partners, and adherence to internal controls. This role offers a hybrid work arrangement with a strong benefits package.

Qualifications

• Education: High school or GED.
• 1–3 years of relevant operations, processing or customer service experience.
• Ability to research and resolve problems.
• Demonstrated understanding of regulatory requirements.
• Strong written and verbal communication; detail-oriented in high-volume processing.

Responsibilities

• Independently process, reconcile and/or balance the assigned product accurately, timely and in compliance.
• Collaborate with internal and external partners to research and resolve issues and implement solutions.
• Ensure processing follows industry rules/regulations and internal procedures.
• Identify process improvements and coordinate with resources to implement changes.
• Utilize computer applications to provide processing information and actions as needed.

Skills

Regulatory requirements understanding

Written and verbal communication

Attention to detail

Problem solving

Multi-tasking in fast-paced env

Education

High school or GED

Tools

Microsoft Excel

Microsoft Outlook

Job description

Responsibilities include accurate processing, collaboration with partners, and adherence to internal controls. This role offers a hybrid work arrangement with a strong benefits package.