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Operations Associate

Lancaster, PA 17602

Employment Type: Direct Hire Category: Professional - LANC Job Number: OPS-LAN Pay Rate: to $45,000 Industrial: Office: Banking Professional: Finance

Job Description

This permanent placement opportunity is with our client, a financial advisory group in Lancaster!  Outstanding benefits offered!  Basic scope of the position:  The Operations Associate is primarily responsible for client directed money movement requests, data management, and systematic reporting and reconciliations.

Responsibilities of the Operations Associate include:

  • Generate and analyze periodic reconciliations
  • Monitor and track money movement requests for clients
  • Communicate request status with clients and team members
  • Work alongside the Operations Team to meet clients’ goals and objectives
  • Reporting

 

#Lancaster2

 

Job Requirements

Qualifications for the Operations Associate include:

  • Bachelor’s degree (preferred) or equivalent experience
  • Advanced Microsoft Office Suite experience
  • Excellent written and verbal communication skills
  • The Operations Associate must have strong analytical and problem-solving abilities
  • A precise attention to detail and an aptitude for accuracy
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