Job Specifications
OVERVIEW
We’re hiring several Operations positions across different teams. These roles are ideal for someone looking to begin their career in financial services and gain hands-on experience across core operational functions. Whether you're interested in client service, transaction processing, account setup, or project work, this is a great way to get your foot in the door and build a long-term finance career.
FOCUS AREAS
Account Openings: Review and process new fund account documentation, assist with setup, and ensure accurate, timely onboarding.
Securities / Transaction Processing: Process and reconcile daily investment activity, review transactions for accuracy, and ensure deadlines are met.
Client Services: Serve as the main operational point of contact for institutional clients, manage daily inquiries, and coordinate with internal teams to resolve issues.
Payment Processing: Process domestic and foreign currency payment instructions, verify details, and resolve payment-related inquiries in a deadline-driven environment.
Project Support: Support project work within Operations, including requirements gathering, testing, reporting, and process automation using Excel/VBA.
Don’t know which areas are the best fit? No problem, we’ll help match strengths and interests.
KEY RESPONSIBILITIES:
Process operational tasks accurately and efficiently (e.g., documentation review, transactions, payments, account setup, inquiries).
Review information, identify discrepancies, and escalate issues when needed.
Monitor daily workflows and help ensure deadlines and service standards are met.
Communicate professionally with internal teams and occasionally external partners or clients.
Perform reconciliations or reviews of operational data to ensure accuracy.
Maintain documentation, reporting, and follow-up on open items.
Support continuous improvement efforts by identifying process gaps, control enhancements, or automation opportunities.
Work both independently and collaboratively within a team environment.
QUALIFICATIONS
Employment Eligibility: Must be a U.S. citizen or Green Card holder.
Education & Experience
Bachelor’s degree in Finance, Business, Accounting, Economics, or a related.
Internship experience in financial services, operations, or client service is strongly preferred (but not required for all roles).
Skills & Technical Competencies
Strong Microsoft Office skills (Excel required; VBA/Macros preferred for some roles).
Excellent attention to detail with strong organizational skills.
Ability to analyze issues, research problems, and escalate appropriately.
Strong verbal and written communication skills.
Ability to work in a fast-paced, deadline-driven environment.
Comfort learning new systems and technology.
Ability to work both independently and as part of a team.
About the Company
For over three decades, Whitridge Associates has been at the forefront of the staffing industry, proudly serving the business and technology needs of Fortune 500 and mid-size companies across financial services, life sciences, insurance, and other sectors. As one of the most highly regarded staffing firms in New England, Whitridge goes the extra mile to ensure the perfect match between consultants and clients, paving the way for unparalleled success for both our valued clients and accomplished consultants with our contract, ...
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