Operations Administrator | Financial Services
Core
Manage day-to-day operational administration for a portfolio of active client matters, ensuring documentation, financial administration, and stakeholder activity are accurate and current.
Role type
Operations Administrator
Builds
Operational workflows and financial documentation for financial services clients
Domain
Financial Services
Required skills
Financial administration, invoicing and receivables processing, reconciliations, document management, stakeholder coordination, process improvement, high-volume workflow management, Excel proficiency
Preferred skills
Experience in banking, insurance, or credit operations, strong attention to detail, proactive problem-solving
Responsibilities
Manage day-to-day operational administration across a portfolio of active client matters, Review incoming requests and prepare documentation, Process amendments, renewals, and closures, Prepare invoices and financial documentation, Assist with receivables and reconciliations, Maintain accurate records in internal systems, Act as a professional point of contact for clients and stakeholders
Seniority
Mid-level, hands-on IC