Financial Operations Associate

About the Role

We are recruiting a Financial Operations Associate for a long-standing firm in the Raleigh area. This is a hands-on, high-visibility role designed to support the full client lifecycle and firm operations. It is ideal for a professional with a strong background in performance analysis, administration, and operations who thrives in a collaborative, detail-driven environment.

In this position, you will serve as a first point of contact for clients on routine matters, coordinating with internal teams to resolve complex requests. Your day-to-day will involve preparing and delivering recurring and ad hoc reports to both internal teams and external stakeholders with a focus on accuracy and clarity. You will also facilitate account activities, including transaction processing, internal allocations, and account setup, while organizing and maintaining documentation related to compliance, legal, and operational records.

Hiring Process

Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements are satisfied. Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers.

Equal Opportunity & Culture

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, religion, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state, or local law.

As part of our commitment to the full inclusion of all qualified individuals, we ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com.

Work location

Work model: On-site

Main Trail, Raleigh, Wake County, North Carolina, 27612, United States

Raleigh, North Carolina

Key Responsibilities

check_circlePrepare and deliver recurring and ad hoc reports to internal teams and external stakeholders
check_circleHandle daily operational tasks including document management and vendor coordination
check_circleServe as first point of contact for clients on routine matters and coordinate complex requests
check_circleFacilitate account activities including transaction processing and account setup maintenance
check_circleOrganize and maintain documentation related to compliance, legal, and operational records
check_circleMaintain updated client records and assist with meeting preparation, scheduling, and follow-ups

Requirements

verified5–10+ years of experience in administration, operations, or client service roles
verifiedFinancial Services experience is required

Nice to Have

Experience in consulting services or financial services.

Benefits & Perks

check_circleMedical, dental, and vision benefitscheck_circle401(k) retirement plancheck_circleEligibility for discretionary bonuses

Frequently asked questions about Financial Operations Associate at Vaco by Highspring

What does a Financial Operations Associate at Vaco by Highspring do?expand_more

A Financial Operations Associate at Vaco by Highspring is responsible for the following: Prepare and deliver recurring and ad hoc reports to internal teams and external stakeholders; Handle daily operational tasks including document management and vendor coordination; Serve as first point of contact for clients on routine matters and coordinate complex requests; and Facilitate account activities including transaction processing and account setup maintenance.

What are the requirements for this Financial Operations Associate role?expand_more

To qualify for the Financial Operations Associate at Vaco by Highspring position, applicants should have: 5–10+ years of experience in administration, operations, or client service roles; and Financial Services experience is required.

Where is the Financial Operations Associate role at Vaco by Highspring located?expand_more

Financial Operations Associate at Vaco by Highspring is based in Main Trail, Raleigh, Wake County, North Carolina, 27612, United States. This is a on-site role.

Is this Financial Operations Associate job remote, hybrid, or on-site?expand_more

Vaco by Highspring has listed this Financial Operations Associate role as on-site.

How much experience is required for this Financial Operations Associate role?expand_more

Financial Operations Associate at Vaco by Highspring typically requires 5–10 years of relevant experience at the senior level.

What skills do you need for the Financial Operations Associate role at Vaco by Highspring?expand_more

Key skills for Financial Operations Associate at Vaco by Highspring include Performance Analysis; Administration; Operations; Document Management; Vendor Coordination; Internal Reporting; Transaction Processing; and Account Setup.

What category does the Financial Operations Associate role belong to?expand_more

Financial Operations Associate at Vaco by Highspring is part of the hr & recruitment job category on Recrutus.