6 results for Operations Specialist in Needham, MA

Operations Specialist

Needham, MA
onsite
Temporary
28 - 31 USD / Hourly
We are looking for an Operations Specialist to join our team in Needham, Massachusetts. In this long-term contract role, you will play a pivotal part in ensuring the accuracy of financial reporting and compliance within a banking environment. This position requires a strong understanding of banking operations, accounting principles, and regulatory standards to support seamless reconciliation processes and audits. Responsibilities: • Perform daily and monthly reconciliations of general ledger and bank statement accounts, including activities related to Banking-as-a-Service (BaaS). • Prepare and post accurate journal entries to support financial reporting processes. • Investigate and resolve discrepancies in reconciliations to ensure data integrity. • Collaborate with Operations and Accounting teams to ensure proper and timely transaction bookings. • Assist with regulatory reporting and respond to audit and examiner requests with precision. • Support internal and external audit processes by providing necessary documentation and insights. • Maintain compliance with Sarbanes-Oxley (SOX) requirements and banking regulations. • Analyze financial data to identify trends and potential risks, contributing to critical decision-making. • Utilize advanced spreadsheet tools to streamline reconciliation and reporting tasks. • Ensure adherence to high standards and regulatory expectations, including PCAOB guidelines.
2026-03-13T00:00:00Z

Operations Specialist

Boston, MA
onsite
Temporary
23 - 24 USD / Hourly
We are looking for a detail-oriented Ops Specialist for a Trade Processing Project to join our team in Boston, Massachusetts. This is a long-term contract position with the potential to transition into a permanent role. The role follows a hybrid schedule of three days in the office and two days working remotely, with a total of 40 hours per week. Responsibilities:• Process and monitor trade transactions to ensure accuracy and compliance with regulations.• Manage purchase and sales activities, including adjustments and deviations.• Review and reconcile cash activity, deposits, and payments on a daily basis.• Prepare reports related to trading, securities, and cash flow forecasts.• Collaborate with team members to address discrepancies and maintain operational efficiency.• Monitor and oversee expense accounts and pricing adjustments.• Support order management processes to ensure timely and accurate execution.• Utilize PC skills to manage data entry and reporting tasks.• Provide exceptional customer service to internal and external stakeholders.• Assist with human resources administration and related operations tasks as needed.
2026-03-13T00:00:00Z

Operations Coordinator

Salem, MA
onsite
Permanent
65000 - 80000 USD / Yearly
We are looking for a detail-oriented Operations Coordinator to oversee and streamline various aspects of daily operations in production, logistics, facilities, and office management. This position requires strong organizational and communication skills to ensure efficient workflows in a dynamic and fast-paced environment. The ideal candidate will excel in managing vendor relationships, tracking inventory, and supporting cross-functional teams to maintain smooth operations. Responsibilities: • Coordinate daily production activities to ensure seamless workflows and schedules. • Monitor inventory levels, supplies, and raw materials to prevent shortages. • Maintain accurate operational records, logs, and production documentation. • Schedule equipment maintenance and liaise with vendors to ensure timely servicing. • Build and manage relationships with vendors and service providers to ensure consistent performance. • Support procurement processes by sourcing materials, obtaining quotes, and processing purchase orders. • Oversee shipping and receiving operations, including label preparation, documentation, and carrier communication. • Organize delivery schedules and provide updates to stakeholders on order statuses. • Manage office operations, including supply inventory, equipment maintenance, and facility upkeep. • Prepare operational reports and identify process improvement opportunities to enhance efficiency.
2026-02-12T00:00:00Z

Operations Assistant

Boston, MA
onsite
Permanent
70000 - 75000 USD / Yearly
I’m currently partnering on an exciting opportunity for an Operations Associate to join a well-established and growing investment advisory firm. This role supports a team serving high-net-worth individuals, families, and institutional clients, with strong visibility to senior leadership and meaningful exposure across operations.What You’ll Be Doing:<ul><li>Preparing and submitting client account paperwork to custodians and ensuring timely completion</li><li>Maintaining and updating client records within CRM and portfolio management systems</li><li>Handling account maintenance requests, terminations, and special servicing needs</li><li>Assisting with alternative investment documentation (subscriptions, capital calls, redemptions)</li><li>Reviewing custodian alerts and resolving inquiries within defined service standards</li><li>Collaborating with internal teams to enhance processes, policies, and operational workflows</li><li>Supporting general office and administrative functions as needed</li></ul>
2026-02-26T00:00:00Z

Temp Operations Specialist

Boston, MA
onsite
Temporary
35 - 40 USD / Hourly
We are seeking a contract Operations Analyst to support a time-bound audit review project for a bank in the greater Boston area. This role will coordinate information requests, support regulatory reporting, and assist with preparation for internal audit and examinations. The ideal candidate brings strong banking operations knowledge, rigorous attention to detail, and comfort working to tight deadlines. Key Responsibilities Information Requests & Coordination Assist in gathering information and documentation for internal audit firms, regulatory examiners, and other third parties requesting financial or operational data. Track, organize, and fulfill PBC (Prepared By Client) request lists; maintain logs to ensure timely and complete responses. Liaise with Operations, Finance, Compliance, and IT for data pulls, samples, and clarifications. Regulatory Reporting Support Assist in the preparation of regulatory reporting as needed (e.g., pulling source data, reconciling figures, validating tie-outs to general ledger and sub-ledgers). Perform data quality checks and variance analyses; flag anomalies and support remediation actions. Documentation & Controls Validate process documentation, narratives, and control descriptions for completeness and accuracy. Support sample selection, data lineage tracing, and evidence packaging to meet examiner and auditor requirements. Maintain version control, naming conventions, and a clean audit trail for all submissions. Analysis & Reconciliations Execute reconciliations and tie-outs (GL to sub-systems), and prepare supporting schedules. Summarize findings, risks, and dependencies; escalate issues promptly to the project lead. Project Support Support project tracking (milestones, deliverables, deadlines, and blockers). Contribute to status updates and readiness checklists; ensure artifacts are centralized and accessible.
2026-03-06T00:00:00Z

Operations Processor

Lincoln, RI
onsite
Temporary
17 - 18 USD / Hourly
Operations Processor,Account Resolution,help end users with documents research any issues - salesforce exp - FIS exp would be a bonus
2026-03-13T00:00:00Z