Operational Specialist

4 weeks ago


Boston, United States Cypress HCM Full time

Operations Specialist (Financial)


Location: Boston, MA

Hybrid: 3 days onsite

Employees: 500| Team Size: 10-15

Industry: Law Firm


The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and will be heavily involved in reviewing cash and asset requests, entering custodial accounting systems with proper coding, and sending taxation and descriptions for approval.


Most Important Responsibilities:

  • ad-hoc cash requests including checks, wires, ACH payments, transfers, and receipts.
  • assigned request inboxes, review the requests to ensure all necessary information is included and is accurate, and enter requests into the appropriate custodial accounting system.
  • for identifying, setting up, and maintaining all recurring cash items including bill payments.
  • and maintain client payment schedules and reconcile payment processes daily.
  • exception reports provided by custodian bank and researching discrepancies, and address discrepancies in a timely manner to reconcile cash balances.
  • asset team with asset setup and classification, processing internal account transfers and stock gifting.
  • Private Investment Team in processing capital calls and distributions.
  • account and client data on accounting system, including statement setup, client portal setup, address changes, account/client personnel and investment details.


What you can bring to the table to impact this role, team, and organization:

  • degree in financial, accounting, business administration, or related field
  • years of progressive experience within Trust operations or Wealth Management
  • of Trust Operations procedures and the processing of induvial account transactions
  • Excel skills
  • communication and ability to meet tight deadlines


Benefits: Medical, Vision, Dental, PTO, Sick Time, 401K matching, stock opportunity


Compensation: 75 – 80K


  • Operations Specialist

    4 weeks ago


    Boston, United States The Panther Group Full time

    Our client, a well-known firm, is seeking an Operation Specialist to join their growing team. Responsibilities: Processing checks, wires, ACH payments, transfers and receipts. Maintenance of all recurring cash items. Reconciliation of cash balances a Operations Specialist, Operations, Specialist, Processing, Manufacturing, Staffing

  • Operations Specialist

    11 hours ago


    Boston, United States The Panther Group Full time

    Our client, a well-known firm, is seeking an Operation Specialist to join their growing team. Responsibilities: Processing checks, wires, ACH payments, transfers and receipts. Maintenance of all recurring cash items. Reconciliation of cash balances a Operations Specialist, Operations, Specialist, Processing, Manufacturing, Staffing


  • Boston, United States Cypress Human Capital Management, LLC Full time

    Operations Specialist (Financial) Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and will be heavily involved in reviewing cash and asset requests, entering...


  • Boston, United States State of Massachusetts Full time

    About the Office of the Comptroller The Office of the Comptroller ensures that the more than $50 billion in annual transactions authorized by the general appropriations act and supplemental appropriations are executed in accordance with all statutory Support Specialist, Operations, Operations Coordinator, Support, Program Coordinator, Specialist,...


  • Boston, United States The Hollister Group Full time

    Operational SpecialistOur client, a Boston real estate company, is looking for a friendly and eager Operational Specialist to assist with the day-to-day operations of their office. This is a direct hire opportunity and requires a candidate with professionalism, poise, strong attention to detail, the love spreadsheets, someone who is hungry to learn and the...


  • Boston, United States The Hollister Group Full time

    Operational SpecialistOur client, a Boston real estate company, is looking for a friendly and eager Operational Specialist to assist with the day-to-day operations of their office. This is a direct hire opportunity and requires a candidate with professionalism, poise, strong attention to detail, the love spreadsheets, someone who is hungry to learn and the...


  • Boston, United States Cypress HCM Full time

    Operations Specialist (Financial) Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and will be heavily involved in reviewing cash and asset requests, entering...

  • Operations Specialist

    3 weeks ago


    Boston, United States Cypress HCM Full time

    Job DescriptionJob DescriptionOperations Specialist (Financial) Location: Boston, MA Hybrid: 3 days onsiteEmployees: 500| Team Size: 10-15Industry: Law Firm The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and will be heavily involved in reviewing cash and...


  • Boston, United States Cypress HCM Full time

    Operations Specialist (Financial)Location: Boston, MAHybrid: 3 days onsiteEmployees: 500| Team Size: 10-15Industry: Law FirmThe Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and will be heavily involved in reviewing cash and asset requests, entering...

  • Operations Specialist

    1 month ago


    Boston, United States The Panther Group Full time

    Our client, a well-known firm, is seeking an Operation Specialist to join their growing team.Responsibilities: Processing checks, wires, ACH payments, transfers and receipts.  Maintenance of all recurring cash items. Reconciliation of cash balances and addressing all discrepancies  Supporting the Asset team processing internal account transfers and stock...

  • Operations Specialist

    1 month ago


    Boston, United States Massachusetts Nonprofit Network Inc Full time

    The Operations Specialist contributes to CLM's mission through day-to-day office management including financial processes, human resources, and administrative support to the staff and Board, as well as coordination of membership activities including meeting logistics and renewals. This role provides critical “customer service” to our members and...


  • Boston, United States Citizenship and Immigration Services Full time

    Summary This position is located in Field Operations Directorate, Office of Field Operations, District 11. As an Operations Support Specialist , you will execute and provide advice and technical assistance to district and field managers and staff on a wide variety of administrative, financial, and human resources services essential in supporting the...

  • Delivery Specialist

    2 weeks ago


    Boston, United States UNITS of Southeast MA Full time

    Job DescriptionJob Description Delivery Specialist / Operations Manager for the Boston Area UNITS Moving & Portable Storage of Southeast Massachusetts is hiring a Delivery Specialist / Operations Manager to manage deliveries of storage containers around the greater Boston market. This includes loading and unloading portable storage containers at the Facility...


  • Boston, Massachusetts, United States PTC, Inc. Full time

    Our world is transforming, and PTC is leading the way.?Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business. Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to...


  • Boston, United States PTC, Inc. Full time

    Our world is transforming, and PTC is leading the way.?Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business. Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to...


  • Boston, United States United States Army Full time

    Job Overview: As a Cyber Operations Specialist, you’ll use your cyber security skills to defend the Army’s crucial and complex weapons systems, which include satellites, navigation, and aviation systems against both foreign and domestic cyber threats. You’ll respond to adversary attacks, while enabling commanders to gain an advantage in cyberspace by...


  • Boston, United States Mirakl SAS Full time

    Your Impact: The People Operations Specialist is a highly visible, integral part of our People Team responsible for the day to day people operations for the Americas region at Mirakl. What you will do at Mirakl: Develop and manage core people processes - employee onboarding/offboarding, immigration, leave requests, etc. Manage People Ops HelpDesk system and...


  • Boston, United States Staff Insight, LLC Full time

    The Trust Operations – Disbursements Specialist is primarily responsible for the timely and accurate distribution of funds to and for the benefit of clients, including by check, wire and ACH transfer. The position is a non-exempt position located in the Boston office, providing in-p...


  • BOSTON, United States Boston University Full time

    Comprising of Boston Universitys Study Abroad, Center for English Language and Orientation Program, International Students and Scholars Office, and Global Support Services, the department of Global Programs supports the Universitys global initiativ Operations, Administrative Specialist, Operation, Finance, Program, Global, Manufacturing, Education


  • Boston, United States Mirakl Full time

    Mirakl is the global leader in platform business innovation. Mirakl's suite of solutions provides enterprises with a transformative way to drive significant growth and efficiency in their online business. Since 2012, Mirakl has been pioneering the platform economy, empowering retail and b2b enterprises with the most advanced, secure and scalable technology...