Operations Administrator

Role Overview

• Oversees securities operations duties for investment custody, ensuring accuracy and compliance with regulatory standards
• Provides consultative support to internal clients and collaborates with vendors on custody and tax processing
• Directs the preparation, maintenance, and reconciliation of ledger accounts and financial statements
• Analyzes and prepares statutory accounts and financial reports, supports forecasting, budgeting, and variance analysis

Requirements

• Typically requires 2+ years of relevant experience or a combination of related experience, education and training
• Bachelor's degree in Accounting, Finance, Economics, or related field is preferred
• Strong analytical skills with attention to detail and accuracy
• Familiarity with investment securities or financial reporting
• Proficiency in Excel and financial systems
• Clear communication skills and ability collaborate across teams and with external partners

Benefits

• Insurance benefits (medical, dental, vision, disability, and life)
• 401(k) with company match
• Paid time off
• Parental leave
• Paid company holidays
• Paid time off to volunteer in your community
• Tuition assistance
• Industry education certificates and designations
• Employee resource groups to connect with your peers