As an Operations Associate II, you will ensure the accuracy, compliance, and integrity of essential documents and forms within the organization
Job Summary
As an Operations Associate II, you will ensure the accuracy, compliance, and integrity of essential documents and forms within the organization.
This role offers opportunities to develop specialized expertise, enhance analytical skills, and grow professionally in a dynamic and collaborative environment.
The position includes a comprehensive Total Rewards Program with bonuses, flexible benefits, competitive compensation, and leadership support for development.
Matching Summary
As an Operations Associate II, you will ensure the accuracy, compliance, and integrity of essential documents and forms within the organization.
Salary
Base: $45,000 - $70,000; Bonus/Equity: Discretionary bonus and stock where applicable; Benefits: 401(k) with company match, health, dental, vision, life and disability insurance, paid time-off
Skills & Requirements
Must-have
Document review and validation
Customer service via email and phone
Use of Salesforce and Workflow systems
Attention to detail and data security
Proficient in Microsoft Word, Excel, Outlook, Access
Critical thinking for issue resolution
Nice-to-have
Experience in securities or banking industry
Knowledge of Broadridge
Ability to integrate Excel and Access databases
Collaborative and dynamic team environment
Key Requirements
4-year degree or equivalent experience
3 years of job-related experience if no degree
Ability to handle multiple priorities in fast-paced environment