Operations Administrator

Position Summary

Our client in the financial services industry is seeking a detail-oriented and highly organized Operations Administrator to support daily business operations across client service, account administration, and internal operations functions. This role is ideal for someone who thrives in a fast-paced, compliance-driven environment and enjoys working with data, documentation, and cross-functional teams.

The Operations Administrator will help ensure operational accuracy, timely processing, and high-quality service delivery to both internal stakeholders and external clients.

Key Responsibilities

• Support day-to-day operational workflows across client onboarding, account maintenance, and transaction processing
• Maintain and update client and account records with a high level of accuracy and confidentiality
• Assist with processing forms, account changes, and service requests in accordance with internal policies and regulatory requirements
• Coordinate with client service teams, advisors, and operations staff to resolve inquiries and ensure timely completion of tasks
• Review documentation for completeness, accuracy, and compliance with financial regulations and internal standards
• Monitor workflow queues and help prioritize and route operational tasks appropriately
• Support reporting by collecting, organizing, and entering operational and financial data into internal systems
• Assist with audit preparation, compliance tracking, and documentation management
• Respond to internal and external inquiries regarding account status, processes, or documentation requirements
• Provide general administrative and operational support to leadership and team members

Qualifications:

Compensation

About Us

TalentMatch^®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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