Operations Processing Specialist

Our client is seeking detail-oriented Operations Processing Specialists to support a high-volume operations team. This role is focused on processing transactions and requests, ensuring accurate and timely completion of work within established service level agreements (SLAs). This is a non-phone position primarily centered around operational processing, workflow management, and written communication.

Contract Length: 5 month contract.

Key Skills: back-office, processing, Excel, data entry.

Qualifications and Experience:

• 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 competing 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.

Location: Contract position based out of Fort Mill, SC.

Pay: $20.00 - $23.00/hr.

Benefits (subject to eligibility and plan terms):

• Medical, dental & vision
• Critical Illness, Accident, and Hospital coverage
• 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)

Workplace Type: This is a hybrid position in Fort Mill, SC.

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

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.