We are looking for a temporary operations administrator to support critical banking and treasury-related initiatives for a Financial Services organization in Boston, Massachusetts. This Long-term Contract position will focus on improving account opening, maintenance, documentation, and compliance-related workflows across multiple stakeholders and platforms. The role is ideal for someone who can bring structure to complex operational processes, coordinate cross-functional activity, and help build scalable, repeatable practices. Responsibilities:• Lead coordination for bank account setup activities tied to new credit facility borrowers, ensuring each step is completed accurately and on time.• Confirm newly established accounts are configured correctly, including billing, interest, and other account-specific attributes.• Develop and organize clear documentation for account opening procedures to improve consistency, efficiency, and repeatability.• Review banking and treasury platforms on a regular basis to validate account records, add newly opened accounts, and remove or deactivate closed accounts.• Oversee user access across relevant systems to ensure appropriate permissions are maintained for team members.• Track low-balance accounts in advance of billing deadlines and communicate funding needs to accounting partners.• Maintain counterparty and investor banking information within the treasury management environment and support periodic data cleanup efforts.• Coordinate updates to wire instructions from initial request through final confirmation, ensuring accuracy and proper follow-through.• Support entity administration activities, including formation support, record maintenance, third-party inquiry responses, and post-opening compliance tasks.n ad

• 5+ years of experience in project management, banking operations, treasury operations, fund operations, or a related financial services environment. • Strong ability to design, document, and improve operational processes rather than only executing established tasks. • Proven experience coordinating work across multiple teams, platforms, and external partners in a detail-sensitive environment. • Working knowledge of banking compliance concepts, including KYC, AML, and related account governance requirements. • Experience managing documentation, account controls, and operational records with a high degree of accuracy. • Familiarity with treasury management systems, banking platforms, and account maintenance workflows. • PMP certification is preferred. • Prior experience working within a bank or in close partnership with banking institutions is an advantage.

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Boston, MA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a temporary operations administrator to support critical banking and treasury-related initiatives for a Financial Services organization in Boston, Massachusetts. This Long-term Contract position will focus on improving account opening, maintenance, documentation, and compliance-related workflows across multiple stakeholders and platforms. The role is ideal for someone who can bring structure to complex operational processes, coordinate cross-functional activity, and help build scalable, repeatable practices. Responsibilities:• Lead coordination for bank account setup activities tied to new credit facility borrowers, ensuring each step is completed accurately and on time.• Confirm newly established accounts are configured correctly, including billing, interest, and other account-specific attributes.• Develop and organize clear documentation for account opening procedures to improve consistency, efficiency, and repeatability.• Review banking and treasury platforms on a regular basis to validate account records, add newly opened accounts, and remove or deactivate closed accounts.• Oversee user access across relevant systems to ensure appropriate permissions are maintained for team members.• Track low-balance accounts in advance of billing deadlines and communicate funding needs to accounting partners.• Maintain counterparty and investor banking information within the treasury management environment and support periodic data cleanup efforts.• Coordinate updates to wire instructions from initial request through final confirmation, ensuring accuracy and proper follow-through.• Support entity administration activities, including formation support, record maintenance, third-party inquiry responses, and post-opening compliance tasks.n ad
2026-07-02T00:00:00Z