Finance Operations Associate-Only LOCALS

Job Summary: Under general supervision, this role provides administrative support to the department within a designated functional area. The ideal candidate will apply foundational knowledge and skills acquired through education, experience, and/or on-the-job training to perform routine, standardized tasks. Clear instructions and procedures are provided, and while the role involves resolving common questions and issues, more complex matters are escalated to higher-level staff.

Duties/Ability to:Assist in the preparation and review of departmental reports to ensure accuracy and completeness.Manage email correspondence with professionalism, demonstrating strong written communication and customer service skills.Maintain a high level of attention to detail while consistently meeting assigned deadlines and performance goals.Support various projects and initiatives as assigned by the manager, contributing to team objectives.Handle inbound and outbound phone communications as part of daily responsibilities.Process a variety of transactions, including new account setups, contributions, approvals, vetting charities and ongoing account maintenance. Additional InformationWork schedule is 8am-5pm, Monday through FridayLocal candidates only - Hybrid schedule
Knowledge of:Understanding of standard administrative support practices, procedures, and office operations.Familiarity with fundamental investment principles and practices commonly used in the securities industry.Basic knowledge of banking, finance, and operational processes within the securities sector.Awareness of financial market terminology, investment products, and/or charitable giving concepts.Data Entry Requirement:
Candidates must demonstrate strong data entry skills. Before submitting a candidate in Wand, please ensure they complete a data entry assessment (not a general typing test). The test should evaluate both speed and accuracy.An ideal score is at least 5,500 keystrokes per hour with a minimum of 85% accuracy. Please attach the candidate’s test results to their resume submission.High School diploma with a minimum of one (1) year of general administrative support experience required~or~Any equivalent combination of experience, education and/or training