Financial Operations Coordinator Jobs
Financial Operations Coordinator jobs are open across healthcare, fintech, higher education, manufacturing, and corporate services, from entry-level to senior coordinator, with specializations in accounts payable, reconciliation, and budget administration. Find a role that fits below and apply directly.
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Showing 5 of 27+ Financial Operations Coordinator jobs
Job Overview
We are seeking a dynamic and proactive Operations Coordinator to join our team and drive exceptional client engagement through operational structure. The Operations Coordinator is a foundational position focusing on the backend processes to create an exceptional client experience for clients of the firm. In addition to back end operational work, this position consists of working alongside the firm’s client services team and advisors to administer client facing service-based tasks. Experience in administering operational or service-based tasks for a financial services firm is highly desired for this role.
Like all team positions at SPFG, these responsibilities will regularly be modified as necessary based on the changing needs of our growing organization.
Summary of essential duties:
Directly assisting clients – 40%
- Process and administer all firm clients' operational requests to include Abandoned Property tasks and Terminated Clients tasks
- Process and administer Service requests for certain Tier clients to include: Change of Name/Address/Beneficiary/Bank, Withdrawals, Contributions, Qualified Charitable Donations (QCD’s), and Required Minimum Distributions (RMD's)
- RMD project set up, auditing and tracking for all clients
Operational task 50%
- NIGO Status Monitoring – all advisors
- Monthly and Quarterly reporting to include CMAP billing, Pershing Cash report, CRM monthly reports and audits to enhance client data points.
- Manage and track progress on CRM client data point cleanup projects.
- Regular Maintenance and update of our CRM (RedTail) to include tag group maintenance and set up, Auto link accounts, assigning workflows to internal team members, creation and editing of workflows and templated tasks for Client services team.
- Scheduling software administrator (Greminders) to include updating and maintenance of schedling links for all internal meetings.
- Submitting monthly correspondence to compliance
- Annual compliance tracking and approval of yearly templates for cards, letters, videos, social media, marketing collateral, etc.
- Marketing, email and social media management to include email set up, birthday / anniversary posts for internal employees, SWAG and branded apparel orders, creation of social media content, creating and editing marketing eblasts on various topics.
- Utilization of AI to enhance and edit existing marketing and company templates.
General team collaboration – 10%
- We take great pride in being a small company and value flexibility for our team members. This requires all team members to be comfortable occasionally filling in team gaps when our team members are out of the office or during high volume traffic times of the year.
Required Qualifications
- Comfortable utilizing various technology platforms to streamline systems and processes
- High attention to detail and likes to understand how things work together company wide.
- Values finding efficiencies in processes to create time for more meaningful work.
- Strong verbal, written, active listening and documentation skills
- Client and service driven attitude
- Positive and team minded
- Ability to independently identify and resolve problems, is highly proactive, and has a willingness to share consistent feedback
- Highly desired to have experience in a client facing or back-end service role within an Investment / Financial Advisory firm.
- Utilization of AI to enhance and create efficiencies in processes and administrative tasks
- Notary is highly desired, or willingness to obtain
Benefits:
- 401(k)
- Paid time off
- Volunteer time off
- Work Location: We have offices in the below locations; this position is an in-office position but can work from any of our below offices.
- Wichita, KS (in office), Great Bend (in office), Laramie, WY (in office)
Pay: $54,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Paid time off
Work Location: In person
Job Overview
We are seeking a dynamic and proactive Operations Coordinator to join our team and drive exceptional client engagement through operational structure. The Operations Coordinator is a foundational position focusing on the backend processes to create an exceptional client experience for clients of the firm. In addition to back end operational work, this position consists of working alongside the firm’s client services team and advisors to administer client facing service-based tasks. Experience in administering operational or service-based tasks for a financial services firm is highly desired for this role.
Like all team positions at SPFG, these responsibilities will regularly be modified as necessary based on the changing needs of our growing organization.
Summary of essential duties:
Directly assisting clients – 40%
- Process and administer all firm clients' operational requests to include Abandoned Property tasks and Terminated Clients tasks
- Process and administer Service requests for certain Tier clients to include: Change of Name/Address/Beneficiary/Bank, Withdrawals, Contributions, Qualified Charitable Donations (QCD’s), and Required Minimum Distributions (RMD's)
- RMD project set up, auditing and tracking for all clients
Operational task 50%
- NIGO Status Monitoring – all advisors
- Monthly and Quarterly reporting to include CMAP billing, Pershing Cash report, CRM monthly reports and audits to enhance client data points.
- Manage and track progress on CRM client data point cleanup projects.
- Regular Maintenance and update of our CRM (RedTail) to include tag group maintenance and set up, Auto link accounts, assigning workflows to internal team members, creation and editing of workflows and templated tasks for Client services team.
- Scheduling software administrator (Greminders) to include updating and maintenance of schedling links for all internal meetings.
- Submitting monthly correspondence to compliance
- Annual compliance tracking and approval of yearly templates for cards, letters, videos, social media, marketing collateral, etc.
- Marketing, email and social media management to include email set up, birthday / anniversary posts for internal employees, SWAG and branded apparel orders, creation of social media content, creating and editing marketing eblasts on various topics.
- Utilization of AI to enhance and edit existing marketing and company templates.
General team collaboration – 10%
- We take great pride in being a small company and value flexibility for our team members. This requires all team members to be comfortable occasionally filling in team gaps when our team members are out of the office or during high volume traffic times of the year.
Required Qualifications
- Comfortable utilizing various technology platforms to streamline systems and processes
- High attention to detail and likes to understand how things work together company wide.
- Values finding efficiencies in processes to create time for more meaningful work.
- Strong verbal, written, active listening and documentation skills
- Client and service driven attitude
- Positive and team minded
- Ability to independently identify and resolve problems, is highly proactive, and has a willingness to share consistent feedback
- Highly desired to have experience in a client facing or back-end service role within an Investment / Financial Advisory firm.
- Utilization of AI to enhance and create efficiencies in processes and administrative tasks
- Notary is highly desired, or willingness to obtain
Benefits:
- 401(k)
- Paid time off
- Volunteer time off
- Work Location: We have offices in the below locations; this position is an in-office position but can work from any of our below offices.
- Wichita, KS (in office), Great Bend (in office), Laramie, WY (in office)
Pay: $54,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Paid time off
Work Location: In person
Financial Operations Coordinator Jobs by Experience Level
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Find JobsFinancial Operations Coordinator Job Market
Who's Hiring
Top Industries Hiring
- Education
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in financial operations coordinator jobs.
- Bachelor's degree in accounting, finance, or a closely related business field
- Proficiency in ERP systems such as NetSuite, SAP, Oracle, or QuickBooks
- Experience with account reconciliation, month-end close, and financial reporting
- Strong working knowledge of GAAP and internal controls or SOX compliance
- Advanced spreadsheet skills including complex formulas, pivot tables, and data validation
- Two or more years of experience in financial operations, accounting, or a comparable role
Tips for Your Financial Operations Coordinator Job Search
Tailor your resume to reconciliation workflows
Financial operations coordinator postings almost always flag month-end close, account reconciliation, or variance reporting. Pull those exact phrases from each job description and place them where your experience matches, so your resume clears applicant tracking systems before a human reads it.
Highlight your ERP and accounting software experience
Employers expect you to name the platforms you have used. List your NetSuite, SAP, Oracle, or QuickBooks experience with context, such as the transaction volume you processed or the team size you supported, rather than just dropping software names in a skills list.
Apply early to roles that fit
Migrate Mate lists financial operations coordinator openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings that match your compliance exposure
Many roles require familiarity with SOX controls, GAAP standards, or internal audit procedures. When your background includes that exposure, say so in your cover letter with a specific example, because generic claims about being detail-oriented do not differentiate you from other applicants.
Prepare a scenario answer for process improvement
Interviewers for financial operations roles frequently ask how you have streamlined an invoicing or reporting process. Draft a concise answer using a real example that includes the problem, what you changed, and the measurable result, before you get to the interview stage.
Negotiate by anchoring to scope and system complexity
When discussing compensation, reference the volume of transactions you will manage, the number of entities or cost centers you will support, and whether the role requires audit readiness. Scope-based anchors are more persuasive for operations roles than general market comparisons.
Financial Operations Coordinator Jobs: Frequently Asked Questions
Which companies are hiring the most financial operations coordinators?
The most active employers for financial operations coordinators right now are CEVA Logistics, Amazon, and hims & hers, and the most openings are in Florida, Texas, and California, based on current listings on Migrate Mate as of November 2026. Healthcare systems, financial services firms, and large universities tend to post consistently throughout the year.
How many financial operations coordinator jobs are remote?
About 50% of financial operations coordinator openings are fully remote or hybrid as of November 2026, reflecting broader adoption of cloud-based ERP platforms that make distributed finance teams practical. Accounts payable processing, financial reporting, and budget tracking sub-functions tend to have the highest share of remote-eligible postings, while roles tied to on-site cash handling or in-person audit support remain largely in-person.
How do you become a financial operations coordinator?
Start with a bachelor's degree in accounting, finance, or business administration, then build hands-on experience in accounts payable, receivables, or general ledger work through entry-level accounting roles or internships. Gain proficiency in at least one major ERP platform, develop a working knowledge of GAAP and internal controls, and document any process improvements you have contributed to, since employers look for candidates who can demonstrate both accuracy and initiative in financial workflows.
Can I get a financial operations coordinator job with little or no experience?
Yes, some employers hire candidates with limited direct experience if you can demonstrate strong spreadsheet skills, attention to detail in a data-heavy context, and familiarity with basic accounting concepts. Entry points often include accounts payable clerk, billing coordinator, or finance assistant roles that build toward a full coordinator title. Earning an associate's degree or a bookkeeping certification can also offset limited tenure and signal commitment to the profession.
What does the financial operations coordinator interview process look like?
Most employers run a phone or video screen focused on your software experience and comfort with month-end close cycles, followed by one or two structured interviews covering scenario-based questions about reconciliation errors, deadline management, and cross-departmental communication. Some employers include a short Excel or accounting exercise to assess technical accuracy. Final-round conversations often involve a finance manager or controller who will probe your understanding of internal controls and your ability to flag discrepancies independently.
Where can I find and apply to financial operations coordinator jobs?
You can find and apply to financial operations coordinator jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience and apply directly to each listing from the page.
See All 27 Financial Operations Coordinator Jobs
Find roles that match your experience and apply in just a few clicks.
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