The Planet Group is seeking an Operations Associate to support daily operational and transaction-processing activities. The ideal candidate will have financial services experience, strong attention to detail, and the ability to manage high-volume work accurately while meeting deadlines.
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Responsibilities
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Process daily departmental activities, including asset movement, account transfers, and new account setup and maintenance.
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Process routine and complex transactions accurately, efficiently, and within required timelines.
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Identify, interpret, and resolve potential issues proactively.
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Follow established procedures independently to meet service-level agreements and quality metrics.
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Learn and support various financial products, software, and systems.
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Maintain compliance with company policies and regulatory requirements.
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Required Qualifications
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High School Diploma or GED.
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Bachelor’s Degree.
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1+ year of Microsoft Office experience.
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1+ year of experience in the financial services industry.
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1+ year of experience processing work in a high-volume, deadline-driven environment.
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Preferred Skills & Attributes
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Strong attention to detail and commitment to accuracy.
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Ability to work independently and exercise sound judgment.
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Strong problem-solving, organizational, and follow-up skills.
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Excellent professional communication and interpersonal skills.
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Ability to adapt to change and thrive in a fast-paced environment.