Job Description

Our client is a dynamic and growing company in the financial services industry.  They are seeking a highly organized, detail-oriented, and proactive professional to become an integral part of their team as a Part-Time Financial Operations Coordinator. 

This remote role offers the flexibility to work part-time hours within standard business hours (Monday through Friday), with a preference for afternoon availability. This position will be on Innovative Outsourcing's payroll. Ideally, our client would like candidates in the Mountain Time Zone.

Reporting directly to the Chief Operating Officer (COO), the Financial Operations Coordinator will be pivotal in managing transactional processes and fostering clear, efficient communications.  The ideal candidate will have experience in banking transactions in a customer support role. Strong organizational skills, attention to detail, and intermediate  Excel capabilities are essential for success in this role.

KEY RESPONSIBILITIES: 

• Ensure accurate and timely processing of remittances, adhering to established procedures.
• Oversee and prioritize tasks within the transactional queue to maintain efficiency and meet deadlines.
• Serve as the primary point of contact for daily communications with participants and advisors, providing prompt and professional support.
• Facilitate the execution of forms and ensure proper documentation is completed and filed.
• Accurately manage and maintain data in the company’s systems to support seamless operations.

PREFERRED QUALIFICATIONS: 

• Experience with financial services or banking in a customer support role a plus
• Call Center experience is a plus.
• Accounts payable or previous billing experience is a plus.
• Proficiency in Microsoft Excel (intermediate skills).
• Strong attention to detail and organizational skills.
• Independent project management abilities with a proven track record of meeting deadlines.

ADDITIONAL INFORMATION:

• This is a remote, part-time position 15-28 hours per week
• This position will be on Innovative Outsourcing's payroll

COMPENSATION:  $30-35 per hour, based on experience

If you are passionate about delivering operational excellence in a supportive and collaborative environment, we encourage you to apply for this exciting opportunity.