Operations Assistant

• Review statements for accuracy and complete balancing activities
• Perform routine reconciliations by comparing transactions and resolving discrepancies
• Prepare and send client statements
• Maintain tracking spreadsheets and update operational data
• Assist with bank account reconciliation tasks
• Support check printing and payment processing activities
• Enter vendor invoice information
• Communicate with clients and colleagues to address account-related questions

• Review statements for accuracy and complete balancing activities
• Perform routine reconciliations by comparing transactions and resolving discrepancies
• Prepare and send client statements
• Maintain tracking spreadsheets and update operational data
• Assist with bank account reconciliation tasks
• Support check printing and payment processing activities
• Enter vendor invoice information
• Communicate with clients and colleagues to address account-related questions
• Familiarity with basic finance or accounting concepts
• Strong attention to detail
• Clear written and verbal communication skills
• Ability to work effectively both independently and as part of a collaborative team
• Proficiency with Microsoft Excel, Word, Outlook, and general computer applications
• Capacity to learn new software and operational processes quickly

Experience supporting account resolution, invoice entry, or related administrative functions

• Medical
• Vision
• Dental
• Life and disability insurance
• 401(k) plan