Vista Wealth Solutions · 17 hours ago
Financial Operations Specialist
Radnor, PA
Full-time
Hybrid
New Grad, Entry LevelVista Wealth Solutions is a financial services company that provides transparent financial guidance and customized investment strategies. The Financial Operations Specialist will ensure efficient day-to-day operations, including maintaining reports, handling financial transactions, and supporting bookkeeping tasks.
Financial Services
Responsibilities
Prepare and distribute regular reports and pay statements to our advisors and their teams
Manage and process agency bills, utilities, and reimbursements. Serve as the primary point of contact for vendors, addressing inquiries and resolving issues
Maintain accurate databases of agency and advisor information, ensuring data integrity and confidentiality
Perform data entry and basic bookkeeping tasks in QuickBooks as needed. Support month-end and year-end closing processes
Qualification
Required
Prior experience in bookkeeping and data entry (QuickBooks, Sage)
Strong analytical and quantitative reasoning skills
Proficiency with Microsoft Excel and Outlook
Prioritizes organization with an emphasis on attention to detail
Ability to manage multiple priorities in a structured, deadline-oriented environment
Benefits
Comprehensive benefits package including health, retirement, and paid time off
Professional development and career growth opportunities
Company
Vista Wealth Solutions
MassMutual Greater Philadelphia (MMGP) is now Vista Wealth Solutions! At Vista Wealth Solutions, we help clients see more of the life they want, providing transparent guidance, educational insights, and customized strategies aligned to each person’s goals.
Founded in 1886
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase