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Operational Associate information

What jobs pay $2000 a day?

High-paying jobs that can pay around $2000 a day typically include specialized roles such as senior corporate executives, certain medical specialists, high-level consultants, and successful entrepreneurs. These positions often require extensive experience, advanced skills, or significant responsibility, and may involve long hours or high stress. Compensation varies based on industry, location, and individual performance.

What are Operational Associates?

Operational Associates are professionals who support the day-to-day activities of a business or organization. They help ensure that processes run smoothly by handling administrative tasks, coordinating between departments, and assisting with project management. Their responsibilities may include data entry, process improvement, scheduling, and reporting. Operational Associates play a key role in maintaining efficiency and supporting overall business operations.

What are some common challenges Operational Associates face when managing multiple priorities, and how are they typically addressed?

Operational Associates often juggle several tasks simultaneously, such as coordinating logistics, monitoring workflows, and handling administrative duties. One common challenge is balancing urgent requests with ongoing projects, which requires strong organizational skills and effective time management. Many companies provide training in prioritization and use project management tools to help Operational Associates stay on track. Regular communication with team members and supervisors also helps ensure that tasks are delegated appropriately and deadlines are met.

What job makes $10,000 a month without a degree?

Operational associates typically do not earn $10,000 a month without specialized experience or advanced skills. High-paying roles that can reach this level often include sales, real estate, or entrepreneurship, which may require strong negotiation skills, industry knowledge, or business acumen rather than formal degrees.

What do you do as an operations associate?

An operations associate is responsible for supporting daily business functions such as managing logistics, coordinating workflows, and ensuring processes run efficiently. They often use tools like spreadsheets and enterprise software, and may handle tasks related to inventory, customer service, or administrative support to help the organization operate smoothly.

What are the key skills and qualifications needed to thrive as an Operational Associate, and why are they important?

To thrive as an Operational Associate, you need strong organizational abilities, analytical thinking, and a background in business administration or a related field. Familiarity with enterprise resource planning (ERP) systems, Microsoft Excel, and workflow management tools is often required. Attention to detail, effective communication, and problem-solving skills help individuals excel in supporting daily operations and cross-functional teams. These skills ensure efficient processes, minimize errors, and contribute to the overall productivity and success of the organization.

What is the role of an operations associate?

An operations associate is responsible for supporting daily business functions such as managing workflows, coordinating between departments, and ensuring efficient processes. They often handle data entry, report generation, and use tools like Excel or ERP systems to improve operational efficiency.
What are the most commonly searched types of Operational jobs in Kansas? The most popular types of Operational jobs in Kansas are:
What are popular job titles related to Operational Associate jobs in Kansas? For Operational Associate jobs in Kansas, the most frequently searched job titles are:
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What cities in Kansas are hiring for Operational Associate jobs? Cities in Kansas with the most Operational Associate job openings:
Operational Associate jobs near you

Middle Office Associate - Investment Operations

MTC Holding Corporation

Overland Park, KS • On-site

Full-time

Posted 25 days ago

Key responsibilities

  • Serve as a primary operational support resource for Trust Officers and Wealth Advisors by assisting with operational servicing activities.

  • Facilitate onboarding of new trust and investment accounts and coordinate asset transfers, including processing internal and external transfers.

  • Generate and distribute operational, investment, and trust administration reports and assist with reporting activities.

Job description

Purpose
The Middle Office Associate is a highly skilled investment operations support professional responsible for assisting Trust Officers with operational activities related to trust administration, asset onboarding, account maintenance, reporting, reconciliation, and investment operations. This role serves as a critical liaison between Trust Officers, Trust Accounting, Custody Operations, Investment Management, and external financial institutions to ensure the timely and accurate processing of client transactions and account activities. The Investment Operations Associate plays an essential role in delivering exceptional service to internal stakeholders while maintaining operational excellence, fiduciary integrity, and regulatory compliance.
The ideal candidate possesses strong organizational skills, exceptional attention to detail, a service-oriented mindset, and the ability to manage multiple priorities within a fast-paced trust and wealth management environment.
Essential Duties/Responsibilities to be performed with or without accommodation.
Trust Officer Support
  • Serve as a primary operational support resource for Trust Officers and Wealth Advisors.
  • Assist Trust Officers with operational servicing activities.
  • Prepare and distribute reports from trust accounting system.
  • Research and resolve account-related inquiries and operational exceptions.
  • Coordinate activities with trust accounting, custody, investment management, and client service teams.

Account Onboarding & Asset Transfers
  • Facilitate onboarding of new trust and investment accounts.
  • Transfer marketable securities including stocks, bonds, mutual funds, ETFs, and cash from external custodians.
  • Coordinate incoming ACAT and non-ACAT transfers.
  • Process internal asset transfers between trust, agency, IRA, and investment accounts.
  • Review transfer documentation for completeness and accuracy.
  • Monitor and resolve transfer exceptions.

Account Terminations & Distributions
• Assist Trust Officers with account termination processes.
• Ensure final account statement has been generated and distributed.
Investment Operations & Securities Processing
  • Purchase, redeem, and process interest, maturities, and dividend activity related to bank certificates of deposit (CDs).
  • Adjust cost basis information to ensure accurate tax and reporting records.
  • Process backup withholding transactions in accordance with regulatory requirements.

Shadow Accounting & Reconciliation
  • Perform manual shadow posting and transaction processing.
  • Load and maintain automated data feeds for shadow accounting systems.
  • Reconcile shadow accounts against custodial and accounting records.
  • Research and resolve reconciliation discrepancies.
  • Ensure accuracy of account balances, positions, and transaction histories.

Reporting & Data Management
  • Generate and distribute operational, investment, and trust administration reports.
  • Prepare customized reports requested by Trust Officers and management.
  • Assist with month-end, quarter-end, and year-end reporting activities.
  • Ensure integrity of client and account data across multiple systems.

Compliance & Risk Management
  • Maintain compliance with fiduciary standards, trust policies, and regulatory requirements.
  • Ensure proper handling of confidential client information.
  • Follow established operational procedures and internal controls.
  • Assist with audit requests and compliance reviews.
  • Identify operational risks and recommend process improvements.

Requirements
Required Education
  • Associate's Degree or Bachelor's Degree in Business, Finance, Accounting, Economics, Legal Studies, or related field preferred.

Required Experience
  • 1-3 years of financial services experience supporting wealth management professionals, trust administration, investment operations, brokerage operations, or related financial services functions; OR
  • 1-3 years of experience supporting trusts and estates within a law firm, estate planning practice, fiduciary services organization, or related legal environment.

Knowledge, Skills, Abilities required to perform essential functions
Required Skills
  • Excellent verbal and written communication skills.
  • Excellent organizational and customer service skills.
  • Strong attention to detail and accuracy.
  • Excellent time management skills with demonstrated ability to meet deadlines.
  • Strong analytical and problem-solving abilities.
  • Ability to prioritize and manage multiple responsibilities simultaneously.
  • Ability to maintain confidentiality and exercise discretion when handling sensitive information.
  • Dependable, adaptable, and responsive to changing priorities.

Technical Skills
  • Proficiency in Microsoft Office Suite including:
    • Excel
    • Word
    • Outlook
    • Teams
  • Ability to quickly learn new software applications and operational systems.
  • Experience with trust accounting, custody, portfolio accounting, or wealth management systems preferred.

Preferred Knowledge
  • Trust and fiduciary administration.
  • Investment operations and securities processing.
  • Asset transfer procedures and custody operations.
  • Cost basis reporting requirements.
  • Trust accounting principles.
  • Wealth management and investment administration practices.

Key Success Measures
  • Accuracy of asset transfers and onboarding activities.
  • Timeliness of account terminations and distributions.
  • Reconciliation accuracy and resolution of exceptions.
  • Reporting quality and responsiveness to Trust Officer requests.
  • Operational risk mitigation and compliance adherence.
  • Internal client satisfaction and service excellence.
  • Achievement of established productivity and quality standards.

Work Environment and Physical Demands required to perform essential functions
• Moderate noise (business office with computers, phone, printers, light traffic)
• Ability to sit at a computer for an extended period of time
• Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone
• Specific vision abilities include close vision requirements due to computer work
Midwest Trust Company is an Equal Opportunity Employer

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