Financial Operations Specialist

Location: Fort Mill, SC (Hybrid - Mon-Wed onsite)
Duration: 6 Month Contract (High Potential for Extension/Conversion)
Pay Rate: $20-$22/hour

A leading financial services organization is seeking a Financial Operations Specialist to support key compensation processing and advisor-facing operations. This role is ideal for someone who is detail-oriented, analytical, and thrives in a fast-paced, collaborative environment.

You will play a critical role in ensuring accurate commission processing, resolving complex inquiries, and partnering across teams to enhance operational efficiency and the overall advisor experience.

• Process compensation and commission-related transactions for new and existing advisors with a high level of accuracy
• Support backlog clean-up efforts and resolve complex financial and compensation-related issues
• Field inbound calls and emails, asking thoughtful questions to fully understand and resolve inquiries
• Research, analyze, and interpret financial data to support accurate commission payouts
• Manage cases from intake through resolution, ensuring timely follow-up and clear communication
• Collaborate cross-functionally with teams including Registration, Service, QA, Transitions, and Business Consulting
• Initiate outbound communication with third-party partners (carriers, sponsors, etc.) to resolve discrepancies
• Assist with onboarding new advisor offices and contribute to process improvement initiatives
• Educate advisors and internal stakeholders on compensation structures, reporting tools, and system usage
• Proactively communicate regarding time-sensitive activities such as billing events and tax-related items

• 2-3 years of experience in financial services, accounting, operations, or a related field
• Strong Excel skills, including experience with VLOOKUP
• Ability to prioritize and manage multiple tasks in a deadline-driven environment
• Strong analytical, research, and problem-solving skills
• Confident communicator with the ability to ask questions and drive clarity
• Self-starter who can work independently while contributing to a team environment

• Experience with Pivot Tables and advanced Excel functionality
• Familiarity with financial systems such as Oracle, Beta, or similar platforms
• Exposure to tools such as Salesforce or Visio
• Prior experience with commissions processing or financial accounting
• Financial industry certifications (e.g., SIE)

• Hybrid schedule: onsite Monday-Wednesday in Fort Mill, SC
• Excel and typing assessments required during the interview process
• Strong potential for extension or long-term opportunity based on performance

• Gain experience with a large, reputable financial services organization
• Exposure to financial operations, compensation structures, and advisor support
• Collaborative team environment with strong training and development
• Opportunity to contribute to process improvements and operational efficiencies