What are the responsibilities and job description for the Financial Operations Analyst position at Gdh Consulting, Inc.?
Role Summary
This role is a mid-level position within the wealth management operations team, focusing on supporting client account processing and client services. The specialist will handle account openings and closures, cash receipt and disbursement, fee calculations, and monitoring. The position requires collaboration with internal teams, external custodians, clients, and vendors to ensure accurate documentation and smooth transaction processing.
Responsibilities
This position is based in office and requires employee to work on-site.
About GDH:
At GDH, we believe in the power of people and the importance of caring. Our culture statement, "We care about people," isn't just a tagline - it's the core of everything we do. GDH is a premier staffing and talent solutions company dedicated to helping businesses find the best talent and assisting job seekers in finding their dream jobs.
Who We Are:
GDH, founded in 2001, has grown into a leader in providing staffing solutions across various industries. We specialize in IT across several sectors, connecting top talent with leading enterprises. As a Best of Staffing firm recognized for excellence in client, employee, talent, and women's services, we pride ourselves on our commitment to quality and service.
GDH Benefits
GDH offers a range of employee benefits that are designed to promote well-being and help maintain a healthy work-life balance. These comprehensive benefits cover various aspects of an employee's life and aim to enhance their overall experience with the company. Our health benefits include three medical insurance options with access to KISx Card, Zero Card, and HealthJoy concierge services. Other plan offerings include dental, vision, life, disability, supplemental insurance, and pet insurance plans. Enjoy additional perks like holiday pay, 401(k) plan, direct deposit, an employee referral program, work-life balance benefits, a Wellbeats membership, a discounted gym membership program, and more! For more detailed information on benefits, please go to GDH's website under the tab for candidates.
GDH provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, gender, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, ancestry, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable federal, state, and local laws. Applicants with disabilities who require an accommodation or assistance in applying and/or for interviewing, please contact our HR Department.
Please visit our notice of collection for California applicants.
This role is a mid-level position within the wealth management operations team, focusing on supporting client account processing and client services. The specialist will handle account openings and closures, cash receipt and disbursement, fee calculations, and monitoring. The position requires collaboration with internal teams, external custodians, clients, and vendors to ensure accurate documentation and smooth transaction processing.
Responsibilities
- Open and close client accounts, ensuring all documentation requirements are met.
- Process cash receipts, disbursements, and income/expenses accurately.
- Calculate, process, and monitor client account fees and charges.
- Coordinate with line of business team members, external custodians, clients, and vendors to obtain necessary documentation.
- Support daily processing and resolve related issues promptly, providing excellent customer service.
- Work directly with team members on support for Trust account processing and inquiries.
- Identify and recommend solutions for exception processing to improve efficiency.
- Serve as a backup for other operational tasks within the wealth management group.
- Proactively collaborate with team members to improve workflows and resolve complex issues.
- Perform additional duties as assigned to support team objectives.
- An Associate's Degree in a business-related field or equivalent experience.
- Minimum of 3 years of experience working in the securities or wealth management industry.
- Strong attention to detail and excellent organizational skills.
- Effective written and verbal communication skills.
- Ability to manage multiple tasks across different stages of completion.
- Proficiency in using financial processing software and tools.
- Demonstrated ability to work independently and as part of a team.
- Experience with account management, cash processing, and fee monitoring preferred.
- Availability to work on-site in Tulsa, OK.
This position is based in office and requires employee to work on-site.
About GDH:
At GDH, we believe in the power of people and the importance of caring. Our culture statement, "We care about people," isn't just a tagline - it's the core of everything we do. GDH is a premier staffing and talent solutions company dedicated to helping businesses find the best talent and assisting job seekers in finding their dream jobs.
Who We Are:
GDH, founded in 2001, has grown into a leader in providing staffing solutions across various industries. We specialize in IT across several sectors, connecting top talent with leading enterprises. As a Best of Staffing firm recognized for excellence in client, employee, talent, and women's services, we pride ourselves on our commitment to quality and service.
GDH Benefits
GDH offers a range of employee benefits that are designed to promote well-being and help maintain a healthy work-life balance. These comprehensive benefits cover various aspects of an employee's life and aim to enhance their overall experience with the company. Our health benefits include three medical insurance options with access to KISx Card, Zero Card, and HealthJoy concierge services. Other plan offerings include dental, vision, life, disability, supplemental insurance, and pet insurance plans. Enjoy additional perks like holiday pay, 401(k) plan, direct deposit, an employee referral program, work-life balance benefits, a Wellbeats membership, a discounted gym membership program, and more! For more detailed information on benefits, please go to GDH's website under the tab for candidates.
GDH provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, gender, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, ancestry, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable federal, state, and local laws. Applicants with disabilities who require an accommodation or assistance in applying and/or for interviewing, please contact our HR Department.
Please visit our notice of collection for California applicants.
Location/Region: Tulsa, Oklahoma
Salary : $28 - $32