Operations Assistant

This role coordinates between clients, front-office teams, and operations to ensure transactions are processed accurately, inquiries are resolved promptly, and documentation is maintained in accordance with internal procedures. A financial services organization is seeking an organized, client-focused Banking Operations Support Specialist to assist with account servicing, transaction processing, and day-to-day banking operations.

Title: Operations Assistant

Office Status: Hybrid (4 days in-office)

Pay Rate: $27/hr

Contract Length: Not specified

ABOUT THE ROLE

A financial services organization is seeking an organized, client-focused Banking Operations Support Specialist to assist with account servicing, transaction processing, and day-to-day banking operations. This role coordinates between clients, front-office teams, and operations to ensure transactions are processed accurately, inquiries are resolved promptly, and documentation is maintained in accordance with internal procedures.

RESPONSIBILITIES

• Process client instructions involving domestic and international payments, account maintenance, time deposits, loan drawdowns, and trade finance transactions.
• Coordinate with clients, front-office personnel, and operations teams to ensure accurate and timely transaction execution.
• Review client requests and supporting documentation for completeness and compliance with internal policies.
• Prepare and review client confirmations, emails, and transaction-related communications, including SWIFT messages.
• Monitor transaction progress, follow up on outstanding items, and help resolve processing delays.
• Maintain accurate client records, transaction logs, and supporting documentation.
• Coordinate cross-border transactions and client requests with international head office teams.
• Respond to client inquiries professionally and work with internal teams to resolve operational issues.
• Assist with audits and compliance reviews, and recommend improvements to operational workflows.