Operations Associate II

As an Operations Associate II, you will play a critical role in ensuring the accuracy, compliance, and integrity of essential documents and forms within our organization.

Your responsibilities will include meticulously reviewing a variety of materials to verify proper completion, confirm alignment with system data, and ensure adherence to established policies and procedures.

This role demands strong attention to detail, exceptional critical thinking, and the ability to adapt to evolving requirements.

Responsibilities

• Provide customer service to clients via email and phone interactions
• Process requests via Salesforce, Workflow, and AOS Docupace
• Complete daily reports that support Document Processing
• Ensure all tasks, documents, and communications are executed with precision, minimizing errors and maintaining high-quality standards
• Review and validate documents for completeness, accuracy, and compliance
• Compare submitted materials against system records to ensure consistency
• Identify discrepancies, escalate issues, and support resolution efforts
• Adhere to policies and procedures while maintaining confidentiality and data security

Requirements

• 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience
• Demonstrated ability to learn new technology, critical thinking skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes
• Ability to handle multiple priorities in a fast-paced and deadline-driven environment with a high attention to detail and ability to maintain confidentiality
• Exceptional interpersonal, verbal, and written communication skills, with an ability to work effectively with all levels of staff and management
• Proficient computer skills in Microsoft-based software products including Word, Excel, Outlook, and Access

Nice-to-have

• Experience within the document review
• Previous experience in the securities, banking, or finance industry preferred
• Ability to integrate Excel and Access databases into daily work
• Knowledge of Broadridge is preferred

What's in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business