Job Overview
We are seeking a detail-oriented Financial Operations / Transfer Agency Operations Analyst to join a fast-paced, high-volume financial operations team in Quincy, MA. This role will be responsible for processing daily trades, managing high-volume client inquiries, supporting transaction security and account maintenance activities, and assisting with end-of-day pricing operations.
The ideal candidate will have strong communication, attention to detail, critical thinking, and problem-solving skills, along with the ability to manage multiple priorities across several systems in a time-sensitive financial environment.

Core Responsibilities
Process hundreds of manual and automated trades on a daily basis.
Manage approximately 100–150 client inquiries per day through Outlook and Salesforce.
Track, research, and resolve client requests while ensuring timely and accurate responses.
Process transaction security forms and authorized signature updates.
Conduct callback verification for wire instructions and bank details to help prevent fraud.
Support custody and account-related changes and ensure required documentation is complete.
Assist with end-of-day and nightly pricing activities, including pricing releases around 6:30–7:30 PM EST.
Work across multiple internal and proprietary systems to process transactions and resolve operational issues.
Identify operational issues, assess their potential business impact, and escalate when appropriate.
Coordinate with internal teams, including Relationship Management, Client Implementation, Reporting, and other operational groups.
Support trade processing, reporting, settlements, and other daily financial operations.
Maintain a high level of accuracy and accountability when handling sensitive financial information and transactions.
Look for opportunities to improve operational efficiency through technology, including Microsoft Copilot and other AI-enabled tools.

Required Skills & Qualifications
Prior professional experience in financial operations, banking, asset management, fund operations, or transfer agency operations preferred.
Experience with trade processing or transaction processing.
Strong written and verbal communication skills.
Excellent attention to detail and ability to identify discrepancies or potential risks.
Strong critical thinking and independent problem-solving abilities.
Strong Microsoft Excel and Outlook skills.
Ability to manage a high volume of emails, transactions, and requests simultaneously.
Comfortable working across multiple systems and learning proprietary applications quickly.
Strong ownership, accountability, and sound judgment.
Ability to work effectively in a fast-paced, deadline-driven environment.

Financial Operations Analyst

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