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Common mid-level operations role, metro location, broad requirements and 3–5 year band increase competition.
Role requires financial services, banking, or accounting experience, limiting cross-industry transferability.
Explicit 3–5 year requirement and finance domain preference create moderate shortlisting rigidity.
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Execute and review advisory operations such as account maintenance, billing, fee adjustments, terminations, and journals ensuring compliance with firm policies and regulatory requirements.
Manage and support daily to quarterly billing cycles including resolving billing exceptions and advisor inquiries specific to advisory operations and reporting.
Build process knowledge and consistency in moderately complex advisory operations tasks while maintaining accuracy and adhering to service level agreements.
3 to 5 years of experience in financial services, banking, accounting, or operations.
Bachelor’s degree or equivalent practical experience.
Basic proficiency in Microsoft Excel, Word, Outlook, and Teams.
Flexibility to work across shifts including U.S. business hours as per business needs.
Demonstrates strong process discipline with high attention to detail and accuracy in execution of operational tasks.
Experienced in client-facing advisory operations, able to handle queries and exceptions effectively in a fast-paced environment.
Comfortable working collaboratively in team-oriented settings with a focus on consistency and continuous improvement.