Financial Operations Associate

. Facilitate money movement for clients .

Posted 4/22/2026full-timeKansas City • Colorado, Kansas, Massachusetts, Montana • 🇺🇸 United StatesJuniorMid-Level💰 $45,000 - $105,000 per yearWebsite

Key responsibilities & impact

Facilitate money movement for clients
Reconcile client bank accounts
Research exception items for various fund companies
Responsible for reconciliation, share/cash reporting, entering/releasing wires in various banking systems and other team functions.
Quality control of manual outgoing wires
Be escalation point for more complex functions.
Follow workflow priorities and ensure all processing standards and client needs are met.
Perform quality checks by auditing work performed.
Develop and implement process improvements.
Minimize open items by conducting root cause/trend analysis and work with internal teams to reduce/eliminate recurrence.
Document processes and procedures.
Train and guide associates within direct team by sharing job knowledge and best practices.

What you’ll need

Bachelor’s degree or equivalent experience.
2+ years experience in financial services, banking, reconciliation, accounting etc.
Excel proficiency.
Ability to communicate clearly and effectively, both verbally and in writing.
Attention to detail and ability to trace problems to their source and see resolution through to completion.
Successful colleagues are self-motivated, take ownership of issues, recommend solutions, and appropriately apply relevant procedures.
Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time.

Comp & perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

reconciliationbank account managementquality controlroot cause analysistrend analysisprocess improvementauditingExcel proficiency

Soft Skills

communicationattention to detailself-motivationownershipproblem-solvingtrainingguidance

Certifications

Bachelor’s degree