Financial Processing Specialist

Aston Carter•Linn Township, IA

5d•$19 - $21•Hybrid

About The Position

The Operations Coordinator plays a key role in the Brokerage Operations area, ensuring the accuracy and completeness of client documentation and supporting a variety of financial processes. This position requires someone who is eager to learn multiple lines of business, can process both routine and complex transactions, and consistently meets quality and service standards in a high-volume, deadline-driven environment.

Requirements

At least 1 year of experience in the financial services industry.
At least 1 year of experience processing work in a high-volume, deadline-driven environment.
Strong accounting and reconciliation skills with attention to numerical accuracy.
Proficiency in data entry and transaction processing with a high degree of accuracy.
Experience with brokerage operations and annuity-related processing.
Ability to learn and effectively use financial products, software, and systems, including brokerage platforms such as Pershing.
Ability to independently follow procedures and consistently meet service level and quality metrics.
Strong problem-solving skills to identify, interpret, and resolve potential issues proactively.
Solid understanding of basic finance and accounting principles.
Ability to manage multiple tasks and priorities while maintaining accuracy under time constraints.

Nice To Haves

Business degree preferred but not required.
Experience working with brokerage and annuity products.
Familiarity with Pershing or similar brokerage processing systems.
Comfort working with databases and generating reports to research information.
Strong organizational skills and attention to detail in documentation and recordkeeping.
Ability to adapt to learning multiple lines of business within brokerage operations.
Effective communication skills to work with internal teams and support operational workflows.

Responsibilities

Ensure all required client documents are on file, complete, and accurately maintained.
Process daily departmental work, including asset movements, account transfers, and new account setup and maintenance.
Handle routine and complex financial transactions in an accurate, timely, and efficient manner.
Proactively identify, interpret, and resolve potential issues related to accounts, transactions, or documentation.
Independently follow established procedures to meet service level agreements and achieve quality metrics.
Learn, use, and provide support for various financial products, software applications, and systems.
Comply with all company policies and applicable regulatory requirements in daily operations.
Perform account reconciliations and calculations to ensure data integrity and accuracy.
Calculate interest and dividend payments and process incoming contributions and outgoing distributions.
Maintain information in various databases and run reports to research and verify account or transaction details.
Accurately enter, update, and process data to support brokerage and annuity operations.
Collaborate with colleagues across operations to ensure smooth workflow and timely completion of tasks.