Operations Processing Specialist

About the role

This role supports a high-volume operations team focusing on processing transactions and requests, ensuring accurate and timely completion of work within SLAs. The position is non-phone, primarily operational processing, workflow management, and written communication.

Responsibilities

• Process transactions and requests accurately and promptly
• Manage workflow and prioritize tasks in a fast-paced environment
• Communicate effectively with internal and external stakeholders
• Support account maintenance, estate processing, and transaction support
• Utilize Microsoft Office Suite, particularly Excel
• Learn and adapt to new systems and processes quickly

Requirements

• 1–3+ years of operations, back-office processing, administrative support, or related experience
• Strong multitasking and organizational skills
• Excellent attention to detail and accuracy
• Proficiency with Microsoft Office Suite, especially Excel
• Familiarity with financial services, banking, wealth management, brokerage, or investment industries
• Experience with operational processing, account maintenance, estate processing, or transaction support
• Experience with Beta systems or similar financial platforms
• Experience utilizing Excel spreadsheets, formulas, and macros

Qualifications

• Financial services experience and familiarity with operational processing environments are preferred
• Additional skills such as critical thinking, problem-solving, and customer service are beneficial

Skills

• Detail-oriented
• Adaptable
• Organized
• Deadline-driven
• Written and verbal communication skills
• Microsoft Office Suite proficiency
• Ability to learn new systems and processes quickly

Benefits

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:

• Medical, dental, and vision coverage
• Critical illness, accident, and hospital insurance
• Life insurance (voluntary life and AD&D for the employee and dependents)
• Short and long-term disability insurance
• Health spending account (HSA)
• Transportation benefits
• Employee assistance program
• Time off/leave (PTO, vacation, or sick leave)

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.

Job Type & Location

This is a Contract position based out of Fort Mill, SC.

Application Deadline

This position is anticipated to close on Jul 24, 2026.