Financial Operations Associate jobs in United States
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Vaco by Highspring ยท 12 hours ago

Financial Operations Associate

Vaco by Highspring is a long standing firm in the Raleigh area, and they are seeking a Financial Operations Associate. This role involves supporting the full client lifecycle and firm operations, focusing on performance analysis, administration, and operational tasks in a collaborative environment.

Staffing & Recruiting
Hiring Manager
Nick Palacios
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Responsibilities

Prepare and deliver recurring and ad hoc reports to both internal teams and external stakeholders, with a focus on accuracy and clarity
Handle daily operational tasks including document management, vendor coordination, and internal reporting
Serve as a first point of contact for clients on routine matters; coordinate with internal teams for resolution of complex requests
Facilitate account activities, including transaction processing, internal allocations, and account setup/maintenance
Organize and maintain documentation related to compliance, legal, and operational records; manage outbound communications and reporting deliverables
Assist with special projects, event logistics, and administrative tasks as needed
Maintain updated client records and assist with meeting prep, scheduling, and follow-ups

Qualification

Financial services experienceClient service experienceAttention to detailWritten communicationVerbal communication

Required

5-10+ years of experience in administration, operations, or client service roles
Experience in consulting services or financial services is required
Excellent attention to detail and follow-through across multiple workflows
Strong written and verbal communication skills; able to manage sensitive client information professionally

Benefits

Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan

Company

Vaco by Highspring

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Vaco is the Talent Solutions division of Highspring, a leading global professional services organization.

Funding

Current Stage
Late Stage
Company data provided by crunchbase