Operations Coordinator

Description Position Overview A 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 Responsibilities + Coordinate and support daily operational activities across multiple business functions + Manage and maintain accurate records, documentation, and internal databases + Assist with client onboarding, account maintenance, and service requests + Support financial operations including invoice tracking, billing coordination, and reconciliation support + Prepare reports, dashboards, and operational summaries for leadership review + Track workflow status and ensure timely completion of operational tasks and deliverables + Communicate with internal teams (finance, compliance, client services, and leadership) to resolve issues and support process improvements + Maintain adherence to regulatory and internal compliance standards + Identify inefficiencies in processes and support implementation of improved workflows + Provide administrative support for meetings, scheduling, and project coordination as needed Requirements Qualifications + 2+ years of experience in operations, administrative support, or coordination roles (financial services preferred) + Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment + Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with CRM or financial systems a plus + Strong written and verbal communication skills + Ability to work independently while collaborating effectively in a team setting + High level of discretion when handling confidential and financial information + Analytical mindset with problem-solving capabilities TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .