Operations Specialist

The Operations Specialist will be performing high-volume financial data entry, coordinating account and asset transactions, reviewing documentation for accuracy, and maintaining detailed records while working closely with internal teams.

Client Details

A company in the financial services industry based in Buffalo.

Description

• Operations-focused role supporting Trust Relationship Managers, Trust Officers, and leadership on a high-priority, long-term project within Wealth and Private Banking.
• Responsible for high-volume data entry and documentation, including entering financial information, maintaining accurate case notes, and reviewing records for errors.
• Coordinates cash and securities transfers, asset movements, fund changes, liquidations, and account terminations with front-office and operations teams.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Profile

A successful Operations Specialist should have:

• Strong typing speed, accuracy, and data entry skills
• Excellent attention to detail and ability to identify errors
• Strong written and verbal communication skills
• Highly organized, with good time management and prioritization skills
• Proficient in Microsoft Excel and Word and able to learn new systems quickly
• Bachelor's degree in Business, Finance, or a related field, or equivalent administrative experience
• Banking, brokerage, trust operations, or securities experience is preferred but not required

Job Offer

• Competitive hourly pay offered.
• Flexible hybrid schedule: 3 days onsite, 2 days remote.
• Benefits offered day 1 of employment: Medical, Dental, Vision.
• Long term contract role with opportunity for permanent conversion.

Interested? Apply today.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.