Financial Operations Associate
Responsibilities
- Review and process financial transactions and account updates
- Perform account corrections and data validation activities
- Maintain accurate records and documentation within internal systems
- Create, update, and manage Excel spreadsheets, reports, and tracking tools
- Research and resolve processing discrepancies
- Ensure compliance with company policies and operational procedures
- Support retirement and investment account processing activities
Qualifications
- 1–3+ years of experience in operations, back-office processing, administrative support, financial services, banking, or a related field
- Strong Microsoft Excel skills
- Excellent attention to detail and organizational skills
- Ability to work independently in a fast-paced environment
- Strong written and verbal communication skills
Preferred Qualifications
- Financial services, banking, investment operations, or retirement services experience
- Experience with transaction processing, account maintenance, or data management
- Familiarity with retirement account processing
- Experience working with financial systems and operational workflows
About the Role
This is not a call center position. The role focuses on transaction processing, data validation, account review, and reporting within a fast-paced operations environment.
Pay and Benefits
The pay range for this position is $20.00 - $23.00/hr. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision, Critical Illness, Accident, and Hospital, 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, Life Insurance (Voluntary Life & AD&D for the employee and dependents), Short and long-term disability, Health Spending Account (HSA), Transportation benefits, Employee Assistance Program, Time Off/Leave (PTO, Vacation or Sick Leave).
Work Environment
Hybrid schedule in Tempe, AZ
Standard schedule: 8:00 AM – 4:30 PM PT
Training provided
Collaborative team environment with opportunities to gain financial services operations experience
About TEKsystems
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership.