Operations Analyst for Financial Services

2 weeks ago


Charlotte, North Carolina, United States Synergistic Systems Inc Full time
Job Overview

Synergistic Systems Inc is seeking a skilled Business Operations Analyst to join our dynamic team. In this role, you will be pivotal in collaborating with various internal stakeholders and partners to facilitate platform enhancements and service installations for retirement plan clients. This position offers a hybrid work environment.

Key Responsibilities
  • Lead the execution of projects for institutional retirement plans, ensuring high-quality data outcomes.
  • Provide consultative data solutions to address challenges in plan administration.
  • Timely escalation of risks and issues related to retirement plan implementations.
  • Collaborate with relevant resources in a complex, matrixed environment to resolve data-related issues, including those involving clients, plan management services, and IT.
Essential Skills
  • Proficient analytical skills with advanced Excel capabilities; an Excel assessment will be part of the interview process.
  • Strong verbal and written communication skills.
Educational Background

A degree from an accredited university is required.

Preferred Experience
  • Minimum of 3 years of relevant experience; 5 years preferred.
  • Demonstrated experience as a Business Operations Analyst, End User Computing Analyst, or Operations Analyst.
  • Experience in the financial services sector is highly desirable.
  • Familiarity with Agile methodologies is advantageous.
Licensing Requirements
  • Possession of Series 6 or 7 FINRA registrations is preferred.


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