Operations Coordinator

Aston Carter - West Des Moines, IA

Full-time - Entry Level

West Des Moines, IA

Administrative and Support Services

About the position

The Financial Operations Coordinator role at Aston Carter involves managing various financial operations tasks, ensuring accuracy and compliance in client documentation, and processing transactions efficiently. The position requires proactive problem-solving and adherence to service level agreements while supporting financial products and systems.

Responsibilities

• Ensure all necessary documents are on file for clients and maintain their accuracy.
• Process daily work associated with your department, including asset movement, account transfers, and new account set-up and maintenance.
• Handle routine and complex transactions accurately, timely, and efficiently.
• Proactively identify, interpret, and resolve potential problems.
• Independently follow procedures to meet service level agreements and achieve quality metrics.
• Learn, use, and support various financial products, software, and systems.
• Comply with company policies and regulatory requirements.
• Perform various account reconciliations and calculations.
• Calculate interest and dividend payments and process incoming contributions and outgoing distributions.
• Maintain information on various databases and run reports to research information.

Requirements

• 1+ years of experience in the financial services industry.
• Open to new graduates.