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Financial Operations Associate

Company: VirtualVocations
Location: Provo
Posted on: April 6, 2025

Job Description:

A company is looking for an Associate in Membership Services Financial Operations.
Key Responsibilities

Process account transactions including closures, transfers, withdrawals, and stop payments accurately and timely
Respond to requests in team inbox, Salesforce, and SharePoint while assisting in team growth projects and process improvements
Regularly review and update procedures, report issues, and advocate for customers by providing feedback

Required Qualifications

High School diploma or GED required; continuing education in Business or Finance desired
1-2 years of experience in data entry and analysis in a financial or healthcare setting preferred
Experience with fund transfers and distributions desired
Proficient in Microsoft Office Suite and 10-key
Knowledge of tax reporting is desired

Keywords: VirtualVocations, Provo , Financial Operations Associate, Accounting, Auditing , Provo, Utah

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