Operations Coordinator

Position OverviewA leading financial services organization is seeking an Operations Coordinator to support day-to-day business operations, ensuring efficiency across administrative, client service, and internal workflow functions. This role is ideal for a highly organized, detail-oriented professional who thrives in a fast-paced, compliance-driven environment and enjoys working cross-functionally with operations, finance, and client services teams.

The Operations Coordinator will serve as a key point of contact for internal stakeholders, helping streamline processes, manage documentation, support reporting needs, and maintain operational excellence across the organization.

Key ResponsibilitiesCoordinate and support daily operational activities across multiple business functionsManage and maintain accurate records, documentation, and internal databasesAssist with client onboarding, account maintenance, and service requestsSupport financial operations including invoice tracking, billing coordination, and reconciliation supportPrepare reports, dashboards, and operational summaries for leadership reviewTrack workflow status and ensure timely completion of operational tasks and deliverablesCommunicate with internal teams (finance, compliance, client services, and leadership) to resolve issues and support process improvementsMaintain adherence to regulatory and internal compliance standardsIdentify inefficiencies in processes and support implementation of improved workflowsProvide administrative support for meetings, scheduling, and project coordination as needed