Financial Operations Specialist

Education:• Bachelor's degree in Business, Finance, Accounting, or a related field, or equivalent professional work experience.Required Qualifications• Previous experience in financial administration, banking operations, clerical support, or a similar administrative role.• Strong attention to detail with the ability to maintain accuracy when handling financial records and transactions.• Ability to work independently, prioritize assignments, and meet deadlines with minimal supervision.• Strong organizational, multitasking, and problem-solving skills.• Proficiency in Microsoft Office applications, including Excel, Word, and Outlook.• Ability to quickly learn and adapt to multiple computer systems and financial applications.• Strong written and verbal communication skills.• Ability to review documentation, identify discrepancies, and follow established procedures.Preferred Qualifications• At least 1 year of experience in a research administration, financial operations, or related administrative support position.• Previous experience in a banking or financial services environment.• Experience with filing, clerical duties, data entry, document processing, and record tracking.• Familiarity with financial reconciliations, transaction processing, or account maintenance.• Experience using banking, investment management, or financial recordkeeping systems.• Previous experience supporting investment operations, transfer agency services, or fund administration.• Prior contract experience in a similar banking or financial operations role.Position SummaryWe are seeking a highly organized and detail-oriented Financial Operations Research Analyst to support daily investment operations, financial reconciliations, account maintenance, and administrative activities within a Public Financial Management Asset Management (PFMAM) team.The ideal candidate will have a background in financial administration, banking operations, data entry, or clerical support, with strong attention to detail and the ability to work independently. This position requires accuracy, strong organizational skills, and the ability to learn and navigate multiple computer systems while managing time-sensitive tasks.Key Responsibilities• Retrieve and review external bank reports to support daily investment operations and internal reporting.• Perform daily reconciliations of internal and external financial reports, identify discrepancies, and coordinate with appropriate teams to resolve issues.• Accurately process client financial transactions, forms, and account requests in accordance with established procedures.• Monitor, track, and reconcile daily wire transfer activity.• Maintain accurate client contact information, account records, and documentation within internal systems.• Process account openings, closings, and updates based on client instructions.• Support client audit confirmation requests and quarterly and annual internal audits.• Research and assist in resolving account and ledger discrepancies.• Perform administrative duties, including filing, data entry, recordkeeping, document management, and transaction tracking.• Respond to internal inquiries and resolve time-sensitive operational issues professionally and efficiently.• Ensure compliance with established financial policies, procedures, and internal controls.• Assist with process improvement initiatives to enhance operational accuracy and efficiency.• Collaborate with team members to manage workloads and meet daily operational deadlines.Ideal CandidateThe successful candidate will be dependable, organized, and comfortable performing detailed administrative and financial tasks in a fast-paced environment. They will demonstrate a high level of accuracy, take initiative, adapt quickly to new systems and procedures, and effectively manage multiple responsibilities while maintaining compliance with established processes.\*\*Only those lawfully authorized to work in the designated country associated with the position will be considered.\*\* \*\*Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.\*\*