Operations Coordinator

2 weeks ago


Waltham, Massachusetts, United States Fanning Personnel Full time

Job Title: Operations Associate

Location

Job Type: Full-Time

Job Description

We are seeking a highly motivated and detail-oriented Operations Associate to join our team at Fanning Personnel. This long-term, career-building position offers the opportunity to make a direct and meaningful impact on our company's operations, ensuring process optimization and contributing to expansion efforts.

Key Responsibilities

  • Support daily reconciliation processes, trade settlements, and ensure overall data integrity
  • Assist with client billing and fulfill audit requirements
  • Communicate with third-party administrators and custodians on a daily basis
  • Analyze and evaluate current processes to identify inefficiencies and recommend improvements
  • Perform data entry and manage account transactions as needed
  • Maintain a high standard of accuracy and consistency in all operational tasks

Qualifications & Requirements

  • Bachelor's degree in Finance, Business, Economics, or related field preferred
  • 2+ years of experience in an operational role, preferably with a Registered Investment Advisor (RIA)
  • Familiarity with Charles Schwab and/or Fidelity Institutional platforms (preferred)
  • Proficiency with financial technologies such as Orion, Salesforce, ByAllAccounts, and eMoney (preferred)
  • Strong organizational, multi-tasking, and prioritization skills in a fast-paced environment
  • Exceptional attention to detail with a proactive problem-solving approach
  • Ability to work effectively both independently and as part of a team
  • Competence in Microsoft Office Suite (Word, Excel, PowerPoint)


  • Waltham, Massachusetts, United States Panco Operations Full time

    Job SummaryPanco Operations is seeking a skilled Maintenance Supervisor to oversee the maintenance team at The Point at Waltham. As a key member of the property management team, you will be responsible for ensuring the upkeep and maintenance of the property, including plumbing, electrical, HVAC, and other systems.Key ResponsibilitiesOversee the maintenance...


  • Waltham, Massachusetts, United States TEKsystems Full time

    Job SummaryWe are seeking a highly skilled Facilities Coordinator to join our team in Cambridge, MA.The successful candidate will be responsible for ensuring that all facilities-related services are performed at a high level, exceeding client expectations. This includes performing administrative support duties to support the delivery of exceptional...


  • Waltham, Massachusetts, United States Commonwealth Financial Network Full time

    About the RoleWe are seeking a highly skilled Practice Management Operations Coordinator to join our Business Solutions Consulting team at Commonwealth Financial Network. As a key member of our team, you will play a critical role in transforming and improving our processes and efficiency, analyzing data to drive business decisions, and facilitating team...


  • Waltham, Massachusetts, United States Carroll Center For The Blind Full time

    Billing Operations RoleThe Carroll Center for the Blind is seeking a skilled Billing Operations Coordinator to join our team. As a key member of our finance department, you will be responsible for leading the billing operations for all client services, including education, community, computer training, low vision, and rehabilitation services.Key...


  • Waltham, Massachusetts, United States Beacon Hill Full time

    Operations and Front Desk AssistantWe are seeking a highly organized and detail-oriented Operations and Front Desk Assistant to join our team at Beacon Hill. This role will provide administrative support to our Institutional Advancement team, ensuring seamless day-to-day operations and exceptional customer service.Key Responsibilities:Support fundraising and...

  • Office Coordinator

    3 days ago


    Waltham, Massachusetts, United States GENERAL FLUIDICS CORPORATION Full time

    Job DescriptionWe are seeking a highly motivated and organized individual to contribute to our dynamic medical technology startup as an Office Manager/Administrative Assistant. This role offers an excellent opportunity to gain valuable experience in a fast-paced environment while contributing to our growth and success.Responsibilities:Administrative...

  • Nurse Coordinator

    2 weeks ago


    Waltham, Massachusetts, United States ProPivotal Full time

    RN (Registered Nurse) CoordinatorProPivotal is seeking a skilled RN Coordinator to supervise clinical operations on nursing floors and assume administrative responsibilities for the Center. This role involves making clinical rounds, supporting charge nurses, ensuring safety and security, and collaborating with healthcare professionals.Key...


  • Waltham, Massachusetts, United States The Edinburg Center Full time

    Job Title: Unit Coordinator - Mental HealthJob Summary:We are seeking a highly motivated and detail-oriented Unit Coordinator to join our team at The Edinburg Center. As a Unit Coordinator, you will play a critical role in supporting the daily operations of our Mental Health program.Key Responsibilities:Coordinate the Membership Unit, providing support to...

  • Project Coordinator

    4 weeks ago


    Waltham, Massachusetts, United States Delphi Construction Full time

    Job OverviewDelphi Construction is seeking a highly organized and detail-oriented Project Coordinator to support our project team in delivering construction projects that meet or exceed our goals. As a key member of our team, you will be responsible for administratively supporting the project team, ensuring that all necessary items are in place to operate a...


  • Waltham, Massachusetts, United States New England Donor Services Full time

    Job Title: Central Supply CoordinatorAt New England Donor Services, we are seeking a highly organized and detail-oriented Central Supply Coordinator to join our team. As a critical member of our supply chain, you will play a vital role in ensuring the efficient and effective management of clinical supplies.Responsibilities:Manage and maintain accurate...


  • Waltham, Massachusetts, United States CBRE Full time

    Job SummaryWe are seeking a highly skilled Facilities Operations Manager to join our team at CBRE. In this role, you will be responsible for managing various aspects of building operations and maintenance, including supervising employees, conducting performance evaluations, and coordinating daily activities.Key Responsibilities:Supervise and train staff to...


  • Waltham, Massachusetts, United States Perfect Dental Management Full time

    Job SummaryThe Administrative Assistant plays a pivotal role in ensuring the efficient operation of the support office. This role involves managing various administrative tasks, handling office deliveries, welcoming visitors, answering incoming calls, and overseeing special projects. The ideal candidate will possess strong organizational skills, attention to...


  • Waltham, Massachusetts, United States Eastern Industrial Automation Full time

    Become a Part of Our Team as a Sales Support Specialist at Eastern Industrial AutomationWe are a prominent International Distributor specializing in Mechanical, Automation, Pneumatic, and Hydraulic products, complemented by a wide array of Engineering Services and System Design Solutions. We are currently looking for a dedicated Sales Support Specialist to...


  • Waltham, Massachusetts, United States 42 NORTH DENTAL LLC Full time

    About the RoleWe are seeking a highly skilled and organized Oral Surgery Coordinator to join our team at 42 North Dental LLC. As a key member of our traveling Oral Surgery team, you will play a critical role in ensuring the smooth operation of our dental practices.Key ResponsibilitiesInsurance and Claims Management: Work with offices to manage insurance...


  • Waltham, Massachusetts, United States 42 NORTH DENTAL LLC Full time

    Job SummaryWe are seeking a highly skilled and organized Oral Surgery Coordinator to join our team at 42 NORTH DENTAL LLC. The successful candidate will be responsible for providing exceptional support to our Oral Surgery traveling teams, ensuring seamless patient care and operational efficiency.Key ResponsibilitiesInsurance Claims Management: Work with...


  • Waltham, Massachusetts, United States Boston Orthotics & Prosthetics Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Boston Orthotics & Prosthetics. As the first point of contact for our patients and referral sources, this role requires excellent communication and interpersonal skills to provide exceptional customer service.Key ResponsibilitiesProvide...


  • Waltham, Massachusetts, United States Commonwealth Financial Network Full time

    About the RoleWe are seeking a highly skilled and motivated Head of Software Operations to join our Business Solutions Consulting team at Commonwealth Financial Network.Key ResponsibilitiesDevelop and manage processes and workflows to improve efficiency and consistency across the team.Analyze operational data to identify trends, patterns, and areas for...


  • Waltham, Massachusetts, United States Perfect Dental Management Full time

    Job Title: Administrative AssistantJob Summary:The Administrative Assistant plays a pivotal role in ensuring the efficient operation of the support office. This role involves managing various administrative tasks, handling office deliveries, welcoming visitors, answering incoming calls, and overseeing special projects. The ideal candidate will possess strong...


  • Waltham, Massachusetts, United States Beacon Hill Full time

    Clinical Trial Associate Job SummaryWe are seeking a highly organized and detail-oriented Clinical Trial Associate to join our team at Beacon Hill. As a Clinical Trial Associate, you will play a critical role in the execution of clinical trials, working closely with our Clinical Trial Managers to ensure the successful coordination of documents and activities...


  • Waltham, Massachusetts, United States Beacon Hill Life Sciences - Boston Full time

    Job DescriptionBeacon Hill Life Sciences - Boston is seeking a highly skilled Clinical Trial Associate to join our team. As a Clinical Trial Associate, you will play a critical role in the execution of clinical trials, working closely with our Clinical Trial Managers to ensure the successful conduct of studies.Key Responsibilities:Organize and maintain...