Financial Operations Associate

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TriStarr’s client, a well-established financial services firm in Lancaster, PA, is seeking a Financial Operations Associate to support their back-office operations. This role is essential in maintaining the efficiency of their investment advisory firm, ensuring accurate reporting, seamless account setup, and regulatory compliance in collaboration with our prime broker and custodians.

Key Responsibilities:

• Manage reporting and account setup to ensure smooth operations.

• Work closely with custodians and prime brokers to ensure regulatory compliance.

• Utilize Microsoft Outlook, Word, and Excel to track financial data and reporting.

• Apply problem-solving skills to identify and resolve operational challenges.

• Handle budgeting tasks and navigate industry regulations effectively.

• Communicate professionally with clients, coworkers, and vendors.

Qualifications & Skills:

• Strong numerical aptitude and problem-solving skills.

• Excellent communication skills, particularly in professional-to-professional interactions.

• Highly organized with the ability to multitask and think strategically.

• Familiarity with stock market concepts (such as proxy voting), either professionally or through personal investment experience.

• Proficiency in Microsoft Outlook, Word, and Excel. Strong technical aptitude is required.

• Ability to work independently and collaboratively within a team.

Why Join Our Client?

• A nearly 50-year track record of stability and success.

• A collaborative, supportive team with strong internal integration between staff and principals.

• Extensive training and professional development opportunities.

• A family-like atmosphere in a beautifully renovated Victorian-era warehouse in downtown Lancaster.

• Low employee turnover, competitive salary, and excellent benefits.

If you are a detailed, strategic professional looking to join a highly respected investment advisory firm, we’d love to hear from you!

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