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Bookkeeper Financial Operations Associate Jobs in Delaware

Stifel

Trust Operations Associate

Greenville, DE · On-site

Set up and maintain financial advisor access to the online system. * Scan, image, and index ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Trust Operations Associate

Greenville, DE

Set up and maintain financial advisor access to the online system. * Scan, image, and index ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Trust Operations Associate

Greenville, DE

Set up and maintain financial advisor access to the online system. * Scan, image, and index ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Novoco

Client Bookkeeper

Dover, DE · On-site +1

$37K - $50K/yr

Associate's degree in accounting, finance, or a related field, and 3-5 years of progressive bookkeeping or general ledger experience using accounting software systems (e.g. QuickBooks Online) or an ...

Novoco

Senior Client Bookkeeper

Dover, DE · On-site +1

$47K - $63K/yr

Associate's degree in accounting, finance, or a related field, and 3-5 years of progressive bookkeeping or general ledger experience using accounting software systems (e.g. QuickBooks Online) or an ...

First Presbyterian Church Milford DE

Be Seen First

Administrative Assistant/Bookkeeper

Milford, DE · On-site

$15 - $25/hr

... finance, accounts, payroll, supplies, operations, set-up, phone, website, social media, email ... Financial duties require fluent use and knowledge of QuickBooks (Online), end-to-end bookkeeping ...

Christina Cultural Arts Center

Be Seen First

Finance Manager

Wilmington, DE · On-site

$50K - $60K/yr

Financial Reporting: Prepare accurate monthly financial statements, including Statements of ... Full-Cycle Bookkeeping: Manage cash flow, bank/credit card reconciliations, accounts payable ...

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Bookkeeper Financial Operations Associate information

What does a Bookkeeper Financial Operations Associate do?

A Bookkeeper Financial Operations Associate is responsible for recording financial transactions, maintaining accurate financial records, and supporting various financial operations within an organization. Their duties often include processing invoices, reconciling accounts, managing accounts payable and receivable, and assisting with payroll and financial reporting. This role ensures that financial data is organized and up-to-date, allowing businesses to make informed financial decisions and comply with regulatory requirements.

What are the key skills and qualifications needed to thrive as a Bookkeeper Financial Operations Associate, and why are they important?

To thrive as a Bookkeeper Financial Operations Associate, you need a solid understanding of accounting principles, attention to detail, and experience with financial recordkeeping, often supported by an associate degree in accounting or a related field. Proficiency with accounting software such as QuickBooks, Microsoft Excel, and enterprise resource planning (ERP) systems is typically required, and certifications like the Certified Bookkeeper (CB) can enhance credibility. Strong organizational skills, integrity, and effective communication are essential soft skills for managing multiple tasks and ensuring accurate reporting. These skills and qualities are crucial for maintaining precise financial records, supporting business decision-making, and ensuring compliance with financial regulations.

What is the difference between Bookkeeper Financial Operations Associate vs Accounts Payable Clerk?

AspectBookkeeper Financial Operations AssociateAccounts Payable Clerk
Primary ResponsibilitiesManaging financial records, reconciling accounts, processing transactionsProcessing vendor invoices, managing payments, maintaining accounts payable records
Required SkillsBasic accounting, data entry, attention to detailInvoice processing, vendor communication, data entry
CertificationsBookkeeping certification often preferredNot typically required, but familiarity with accounting software helpful
Work EnvironmentOffice setting, accounting departmentsOffice environment, finance or accounting teams

While both roles involve handling financial data, the Bookkeeper Financial Operations Associate manages overall financial records and reconciliations, whereas the Accounts Payable Clerk focuses specifically on processing vendor invoices and payments. Both positions require attention to detail and basic accounting skills, but the Bookkeeper often has broader responsibilities in financial recordkeeping.

How does a Bookkeeper Financial Operations Associate typically collaborate with other departments within an organization?

A Bookkeeper Financial Operations Associate regularly works with various departments such as accounts payable, accounts receivable, and payroll to ensure financial data is accurate and up to date. They often communicate with department managers to clarify budget discrepancies, process invoices, and reconcile accounts. This role also involves supporting finance team projects, preparing financial reports, and sometimes assisting with audits, making cross-functional collaboration essential for maintaining the organization's financial health.
What are popular job titles related to Bookkeeper Financial Operations Associate jobs in Delaware? For Bookkeeper Financial Operations Associate jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Bookkeeper Financial Operations Associate jobs in Delaware look for? The top searched job categories for Bookkeeper Financial Operations Associate jobs in Delaware are:
What cities in Delaware are hiring for Bookkeeper Financial Operations Associate jobs? Cities in Delaware with the most Bookkeeper Financial Operations Associate job openings:
Bookkeeper Financial Operations Associate jobs near you
Infographic showing various Bookkeeper Financial Operations Associate job openings in Delaware as of June 2026, with employment types broken down into 91% Full Time, 5% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.
Trust Operations Associate

Trust Operations Associate

Stifel

Greenville, DE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Key responsibilities

  • Process a wide variety of transactions and ensure they are completed according to policies and procedures.

  • Coordinate and track corporate action elections and monitor DDA account activity.

  • Submit requests and interact with trust company outsourcing partners to resolve issues.

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues.
What We're Looking For
  • Coordinate and track corporate action elections.
  • Monitoring DDA account for incoming and outgoing activity.
  • Complete Daily Bank Deposit/Sweep reconciliation and wire processing.
  • Ensure transactions are processed adequately according to policies and procedures.
  • Process a variety of cash transactions, including receipts and disbursements.
  • Submit requests daily to the trust company outsourcing partners via forms, online requests, e-mail, or phone calls. Interact with outsourcing partners to follow up on requests and resolve any issues.
  • Distribute daily reports.
  • Set up and maintain financial advisor access to the online system.
  • Scan, image, and index documents into document retention software.
  • Additional duties and special projects as assigned.

What You'll Bring
  • Proficient in Microsoft Outlook and Microsoft Office Suite, in particular Excel. The ability to create and maintain spreadsheets is required.
  • Ability to communicate effectively (written and verbal) on the phone and in person as appropriate for the audience's needs; uses excellent grammar, courteous and efficient telephone and office etiquette; effectively conveys information.
  • Managing one's own time and priorities to ensure the meeting of deadlines.
  • Skilled at finding and using traditional and creative methods of solving the problem.

Education & Experience
  • Minimum Required: High School Diploma or equivalent work experience.
  • Minimum Required: 1+ years of related experience in financial services.

Licenses & Credentials
  • Minimum Required: None.

Systems & Technology
  • Proficient in Microsoft Excel, Word, and Outlook.

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.

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