Financial Operations Specialist

Aston Carter•Upper Dublin Township, PA

6d•$18 - $18•Onsite

About The Position

The Financial Operations Specialist supports daily custody and securities operations in a financial services environment. The role focuses on accurate transaction processing, maintaining precise records, regulatory compliance, and professional service to internal teams and clients. It offers an opportunity to gain experience and develop a career in financial operations and reporting. The position is fully onsite five days a week in a professional financial services office in Fort Washington, Pennsylvania. It involves daily use of custody and securities operations systems, Excel, and other computer applications, with regular collaboration and interaction with internal teams and clients. The role requires accuracy, compliance, and professional corporate attire and demeanor. This is a contract-to-hire position. Pay is $18.00 per hour. Eligible temporary employees may have access to benefits, subject to eligibility requirements and plan terms.

Requirements

High school diploma or equivalent education.
Computer competency, including comfort working with various systems and applications.
Exposure to accounting or finance concepts and processes, such as reconciliations or financial reporting.
Professional work exposure in an office or business environment.
Experience or familiarity with custody and securities operations.
Ability to perform accurate account reconciliations and resolve discrepancies.
Understanding of basic financial reporting practices.
Awareness of regulatory compliance requirements in a financial services context.
Strong data analysis skills and attention to detail and accuracy.
Customer service skills and the ability to communicate clearly and professionally.
Proficiency in Excel and data entry, including working with spreadsheets and maintaining organized data.

Responsibilities

Process daily custody transactions accurately and promptly according to established procedures and controls.
Perform account reconciliations; investigate, resolve, and document discrepancies.
Maintain accurate records and documentation for custody and securities operations.
Follow custody policies, internal guidelines, and applicable regulations.
Coordinate with clients and internal teams on operational matters through clear, professional communication.
Prepare and provide documentation and information for audit requests.
Gather data and ensure the accuracy and completeness of regulatory reporting submissions.
Monitor operational controls, identify potential process risks, and recommend improvements where appropriate.
Promptly escalate operational issues to appropriate stakeholders and track them through resolution.
Respond to inquiries and resolve issues efficiently to support customer service.