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Financial Operations Specialist

2 months ago


Roanoke, Virginia, United States Fidelity TalentSource LLC Full time

About the Role

Fidelity TalentSource LLC is seeking a highly skilled and detail-oriented professional to join our team as a Transaction Processor. As a key member of our operations team, you will play a critical role in ensuring the accurate and timely processing of transactions for our clients.

Key Responsibilities

  • Process transactions in accordance with established procedures and guidelines
  • Provide exceptional customer service to clients and internal stakeholders
  • Analyze supporting documents to confirm compliance with regulatory requirements
  • Communicate effectively with clients and internal teams to resolve any issues or discrepancies
  • Stay up-to-date with changes in regulatory requirements and industry standards

Requirements

  • College degree or minimum 2 years of work-related experience
  • Experience with transfer of assets, new accounts, or money movement is highly preferred
  • Detailed-oriented with strong analytical skills
  • Ability to work in a fast-paced, team environment and multitask
  • Strong written, verbal, and interpersonal communication skills

About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of temporary staffing solutions for the financial services industry. We are committed to delivering exceptional service and support to our clients and candidates. Our team is dedicated to helping individuals achieve their career goals and advance in their professional development.