Finance - Operations Analyst I

About the role

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. The company has received awards including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Responsibilities

• Monitor and process new account paperwork, terminations, liquidations, halt trading, resume trading, and restriction requests received via webpages and email.
• Participate in quality programs and initiatives to ensure the highest level of customer service.
• Help and/or support ongoing projects as requested by managers or co‑workers.
• Complete required documentation for productivity measurement.
• Monitor multiple sponsor portals and/or websites for sponsor requests.
• Process new account paperwork, terminations, freezes, and other ad hoc requests.
• Manage multiple workflow queues throughout the day to ensure all sponsor requests are handled.
• Respond to various requests from intermediaries in a timely and professional manner.
• Provide support in department projects as needed.

Requirements

• Attention to detail
• Data entry accuracy
• Effective communication skills

Benefits

• Medical, dental, vision, life, disability, and other insurance plans (optional layer of financial protection)
• Employee Stock Purchase Program (ESPP)
• 401(k) plan with company match after 12 months of tenure (eligible to contribute typically within 30 days of start)
• Health Savings Account (HSA) available with HDHP plan
• SupportLinc Employee Assistance Program (EAP) – up to 8 free counseling sessions
• Corporate discount savings program and other discounts
• On‑demand training program
• Access to certification prep and a library of technical and leadership courses/books/seminars after 6+ months of tenure
• Certification discounts and perks for associations such as CompTIA and IIBA
• Dedicated customer service team for consultants to address benefits and resource questions
• Certified Career Coach
• Welcome Packet containing full list of benefits, programs, support teams and resources (available upon request)