Financial Operations Associate

Join a fast-paced financial services team where accuracy, problem-solving, and attention to detail drive real impact. We are seeking a motivated, dependable Financial Operations Associate to support our client's daily account processing, maintain high-quality standards, and deliver exceptional service to clients and internal partners. This role processes a variety of financial transactions, account activities, and operational requests in a high-volume environment. This role requires strong attention to detail, critical thinking, and the ability to manage multiple priorities while meeting deadlines and quality standards. If you are detail-oriented, dependable, and enjoy working in a fast-paced environment where your work directly contributes to operational success, we'd love to hear from you! Work Model: - On-Site What You Will Do: - Process daily operational tasks including account setup, maintenance, transfers, and asset movement activities - Complete routine and complex transactions efficiently and accurately - Review work for accuracy and identify potential discrepancies or issues before processing - Research, troubleshoot, and resolve operational and account-related concerns - Follow established procedures, service level agreements, and quality standards - Utilize financial systems, software applications, and internal tools to complete work efficiently - Maintain compliance with company policies, procedures, and regulatory requirements - Collaborate with team members and business partners to ensure exceptional customer service and operational excellence What You Will Need to Be Successful: - High School Diploma or GED - Minimum of 1 year of experience using Microsoft Office applications - Strong attention to detail, problem-solving abilities, and commitment to accuracy - Ability to prioritize tasks and meet deadlines in a fast-paced environment - Excellent organizational, communication, and follow-up skills - Ability to work independently, exercise sound judgment, and build positive working relationships across teams - A proactive, self-motivated approach to work with a willingness to embrace change - Bachelor’s Degree (preferred) - 1+ years of experience within the financial services industry (preferred) - Experience working in a high-volume, deadline-driven processing environment (preferred) - Familiarity with financial products, account maintenance, and transaction processing (preferred) Benefits Overview: - 401k - Major health insurances - Employee Stock Ownership Plan ( ESOP (opens in new tab) ) - Click here (opens in new tab) for a complete list of benefits - The opportunity to build a career in the financial services industry - A dynamic and collaborative team environment - Professional development and growth opportunities - Meaningful work supporting critical client and business operations Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email resumes@thepalmergroup.com. #ZR