Financial Operations Specialist - System One Holdings, LLC : Job Details

System One has partnered with a local financial institution that is in search of a Financial Operations Specialist. This will be a six month contract position. Responsibilities:

• Processing financial transactions accurately and timely
• Reviewing and reconciling client accounts
• Generating statements and reports
• Resolving client inquiries and issues related to operations
• Collaborating with internal teams to ensure smooth procedures and processes
• Keeping up-to-date with industry regulations and compliance standards
• Managing and maintaining client records and documentation
• Participating in special projects and initiatives as needed

Qualifications:

• Bachelor's degree in Finance, Business, or related field
• 2+ years of experience in wealth management operations or similar role
• Proficiency in Microsoft Office Suite, especially Excel and Word
• Strong attention to detail and organizational skills
• Ability to work independently and as part of a team
• Excellent communication and interpersonal skills
• Knowledge of financial products and services
• Familiarity with financial regulations and compliance requirements