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Operations Processor, Senior Associate

Vanguard
Scottsdale, USA
Full-time
Senior · 2+ years experience
Hybrid
Discovered 1 weeks ago

Full Job Posting

Key Responsibilities

  • Review manually processed client transactions for accuracy, completeness, and adherence to applicable requirements.
  • Determine whether client requests and supporting documentation are in good order before validating completed processing.
  • Verify that transaction information has been entered accurately into operational systems.
  • Apply sound judgment when reviewing client-specific forms, instructions, and nonstandard processing scenarios.
  • Manage assigned work through a processing or quality-review queue while maintaining strong accuracy and quality.
  • Identify errors, inconsistencies, and potential gaps in transaction processing and documentation.
  • Communicate review findings clearly and professionally to processing partners and other team members.
  • Navigate multiple systems and adapt to evolving processes during technology and operational changes.
  • Partner with colleagues across locations and functions to resolve questions and support consistent quality.
  • Participate in smaller projects and process-improvement efforts that address operational gaps.
  • Contribute to a collaborative, ethical, accountable, and learning-oriented team environment.

Required Qualifications

  • Minimum two years related experience required. Experience in operations processing preferred.
  • High school degree or GED required. Undergraduate degree or equivalent combination of training and experience strongly preferred.
  • Demonstrated attention to detail and commitment to accurate, high-quality work.
  • Experience reviewing information, documentation, transactions, cases, records, or other detailed work for accuracy and completeness.
  • Ability to analyze information and identify errors, discrepancies, or missing information.
  • Ability to exercise sound judgment when procedures or documentation are not fully standardized.
  • Comfort learning and working across multiple technology systems.
  • Ability to prioritize and work through a queue or volume of assigned tasks.

Preferred Qualifications

  • Experience in operations processing, transaction processing, quality assurance, quality control, operational audit, or documentation review.
  • Financial services, investment operations, banking, brokerage, retirement, or other regulated-industry experience.
  • Experience reviewing institutional or client-specific documentation.
  • Experience working with transaction, workflow, case-management, or queue-based systems.
  • Experience adapting to a new technology platform, system implementation, or process change.
  • Experience identifying operational gaps or participating in process-improvement initiatives.
  • Special Factors
  • Sponsorship
  • Vanguard is not offering visa sponsorship for this position.
  • Minimum two years related experience required. Experience in operations processing preferred.
  • High school degree or GED required. Undergraduate degree or equivalent combination of training and experience strongly preferred.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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