Operations Associate (47159)

Posted: 07/20/2025

Palmer Group has partnered with a local client in their search for an Operations Associate. If you meet the requirements below and are interested in this position, apply today!

Work model:

  • Hybrid (4 days on-site, 1 day remote)
  • Monday - Friday
  • 8:00 am - 5:00 pm

What you will do:

  • Process daily work associated with your department, which may include asset movement, account transfers, or new account set-up and maintenance
  • Process routine and complex transactions in an accurate, timely, and efficient manner
  • Proactively work to identify, interpret, and resolve potential problems
  • Independently follow procedures to meet service level agreements and achieve quality metrics
  • Learn, use, and support various financial products, software, and systems
  • Comply with company policies and regulatory requirements

What you need to be successful:

  • High School Diploma or GED
  • 1+ years of experience working with Microsoft Office

Really catch our eye with:

  • Bachelor’s degree
  • 1+ years of experience in the financial services industry
  • 1+ years of experience processing in a high-volume and deadline-driven environment

Position Type: Full-Time

Salary Range: $50,000-$100,000