Operations Analyst I, Domestic Settlement

About the role

Provide support for a specific Operations team by performing work that is primarily routine in nature and specific to that team. Types of work performed may include data entry, including entering, compiling, and validating data, as well as other clerical production activities such as proof, reconciliation, and posting. May assist with research and resolving basic problems while maintaining a high level of attention to detail and excellent customer service. Works under the close direction of senior personnel and is expected to possess a moderate understanding of general aspects of the job.

Responsibilities

• Maintain prompt and regular attendance
• Maintain an understanding of team expectations and company policies
• Shared responsibility for team phone and e-mail coverage
• Provide back-up coverage for various team-specific tasks and responsibilities as needed
• Keep management informed on any unusual requests and potential issues
• Assist with general questions and inquiries from customers as needed
• Develop and maintain strong relationships with other departments and lines of business
• Identify potential new processes or applications that would increase both efficiencies and accuracy within the team
• Accomplish tasks as assigned and meet (occasionally exceed) job expectations
• Reliably attain expected results in a timely and efficient manner

This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.

Requirements

• Effective communication skills (oral and written), with an emphasis on customer service
• Strong critical thinking and analytical skills with high attention to detail
• Adaptable to change in a highly regulated industry
• Proficiency in Microsoft Office 365 applications
• Basic experience with database query building and/or SQL

Qualifications

• Bachelor’s degree in finance or accounting and/or equivalent work experience preferred
• Candidates graduating after August 2026 will not be considered

Certification Requirements (nice-to-have): SIE, or equivalent (or ability to obtain within 2 months of employment).

Pay

This onsite role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.