Operations Processing Specialist

About the role

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

Responsibilities

• Process transactions and requests accurately and promptly
• Manage workflow and communicate effectively with internal teams
• Ensure compliance with service level agreements (SLAs)
• Support the team with administrative tasks and data entry

Requirements

• 1-3 years of experience in operations, back-office processing, administrative support, financial services operations, or a related field
• Strong multitasking and organizational skills
• Ability to prioritize and manage multiple assignments in a deadline-driven environment
• Excellent attention to detail and accuracy
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite, especially Excel
• Ability to learn new systems and processes quickly
• Demonstrated ability to work independently and within a team environment
• Experience within the financial services, banking, wealth management, brokerage, or investment industry
• Working knowledge of financial terminology and industry concepts
• Experience with operational processing, account maintenance, estate processing, or transaction support
• Familiarity with Beta systems or similar financial platforms
• Experience utilizing Excel spreadsheets, formulas, and macros

Qualifications

• Back-office, Processing, Excel, Data Entry

Skills

• Back-office
• Processing
• Excel
• Data Entry

Benefits

Details about benefits are not specified in the provided job posting.

Pay and Benefits

The pay range for this position is $20.00 - $23.00/hr. Details about benefits are not specified in the provided job posting.

Requirements

• Eligibility requirements apply to some benefits and may depend on your job classification and length of employment
• 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)

Job Type & Location

This is a Contract position based out of Tempe, AZ.

Application Deadline

This position is anticipated to close on Jul 23, 2026.