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Financial Operations Specialist
15 Halton Green Way Greenville, SC 29607 US
Job Description
Is this your perfect fit?
- Do you thrive on precision, organization, and delivering exceptional client experiences?
- Are you confident, tech-savvy, and ready to learn new systems quickly?
- Does being the go-to person for smooth account operations sound exciting to you?
What your future day will look like:
- Manage all aspects of client account operations, including opening, closing, and updating accounts.
- Process asset transfers, deposits, withdrawals, wires, checks, and other money movements with accuracy.
- Monitor account activity for changes, alerts, and compliance requirements.
- Prepare and distribute quarterly client reports while assisting with tax-related documentation.
- Research and verify cost basis details, ensuring all client data is accurately maintained in the CRM system.
- Support portfolio operations by reconciling trades, coding new assets, and generating performance summaries.
- Handle billing processes, create investment policy statements, and provide year-end tax analysis support.
- Execute trade entries for equities, mutual funds, and bonds, while coordinating aggregated trades across multiple accounts.
Benefits offered:
- PTO and paid holidays
- 401(k) plan with company match
- Additional benefits available
Type: Direct Hire
To be a champion in this role, you will need:
- Degree in Economics, Finance, or related field is preferred.
- At least 3 years of experience in financial services operations.
- Familiarity with CRM and portfolio management systems.
- Hands-on experience with banking, insurance products, and securities.
- Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
- CRPC certification would be a big plus!
We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we will review your experience and skills. You will then hear back quickly with the next steps.
If you have already spoken with Godshall, please reach out to your recruiter. We will happily update your file and make sure we are considering you for all roles your experience and skills are a perfect fit for.
Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.
Meet Your Recruiter
Catherine Culler
Recruiter
Catherine Culler joined the Godshall recruiting team back in 2000. Graduating from Clemson University with a degree in marketing, she started her career as a District Manager for ADP before moving into pharmaceutical sales. She is heavily involved in the community serving as a member on the Women of St. Francis Foundation, South Carolina Upstate Paralegal Association, and actively involved at her church First Presbyterian. Catherine is a wife and mother to three children, a zealous runner, and a cycle instructor at the Caine Halter YMCA.