Year-End Operations Specialist (Financial Services)

Apex Systems; Clayton (MO); Presencial; USD 34.000 - 48.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical insurance

401K

HSA

Resumo da vaga

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Data entry

Administrative operations

Attention to detail

Formação

High school diploma

Bachelor's degree in business/finance

Ferramentas

Office software

Database management systems

Data entry tools

Descrição da vaga

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.