Top 9 Finance operations occupations Jobs in Gardner, Ma

Operations Coordinator
Carl P. Sherr & Co. —Worcester, MA
- Part-time
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Retirement plan
Manager, Secondary Markets (Operations)
First Technology Federal Credit Union —Marlborough, MA
- $116,500 - $140,000 a year
- Email
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Quick Apply
Deposit Operations Representative.
Clinton Savings Bank —Clinton, MA
- $20.31 - $27.75 an hour
- Full-time
- Computer literacy
- Research
- Mid-level
7d
Membership Maintenance Team Member I, Marlborough, MA, Full-Time, Hybrid
First Technology Federal Credit Union —Marlborough, MA
- $20.50 - $22.60 an hour
- Email
- Computer literacy
- Office
- Computer skills
- Paid holidays
- Health insurance
Quick Apply
VP, Fraud Risk Management
First Technology Federal Credit Union —Marlborough, MA
- $220,000 - $260,000 a year
- Email
- 8 years
- Bachelor's degree
- Continuous improvement
- Paid holidays
- Health insurance
Quick Apply
1d
Senior Fraud Analyst
First Technology Federal Credit Union —Marlborough, MA
- $93,000 - $111,000 a year
- Email
- Computer science
- Computer Science
- Customer service
- Paid holidays
- Health insurance
Quick Apply

Related jobs to explore

Based on your search for finance operations occupations

Senior Learning Specialist
FM —Norwood, MA
Experience specified must also include 1 year of experience with each of the following: reviewing B&M training programs, including curriculum design, analysis…
$120,400 - $203,175 a year
3rd Shift Industrial Waste Water Operator 10:30pm-7:00am
Cedars Mediterranean Foods —Haverhill, MA
Ability to obtain a folk lift license and operate fork lift to maintain chemical inventory. Proficient in the use of tools necessary in the repair, installation…
$25 - $35 an hour
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Transaction Specialist I
JPMorganChase —Westerville, OH
Operate required department machinery efficiently to process retail and credit card transactions. Those in eligible roles may receive commission-based pay and/…
6d
Securities Operations Specialist I or II
State Teachers Retirement System of Ohio —Columbus, OH
Associate degree in a related field preferred. Bachelor's degree in a related field required. Under the direction of the manager, Investment Operations, ensure…
$30.98 - $39.21 an hour

Show more jobs in cities nearby

I want to receive the latest job alert for finance operations occupations in gardner, ma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

finance operations occupations jobs near gardner, ma

Operations Coordinator

Carl P. Sherr & Co.
Worcester, MA

Apply Now

Job Details

Part-time

Benefits

Paid holidays
Retirement plan

Qualifications

Newsletters (communication methods)

Full Job Description

About Us

With over 60 years of independence and experience, we provide ﬁnancial planning and investment management services to our clients while continuously improving and streamlining our processes. Our purpose is simple yet powerful: we exist to support our clients, the community, and each other in leading fulﬁlling lives.

At the core of our success are our values of Integrity & Honesty, Knowledge, and Dependability. These guide how we serve our clients, work with one another, and make an impact in our community.

Our mission is to build deep relationships with our clients and provide high-touch, personalized ﬁnancial guidance. We strive to be trusted partners on their journey, helping them uncover and achieve their most meaningful goals.

The Opportunity

We are seeking a part-time Operations Coordinator to support daily operations, client service workﬂows, and internal coordination across the ﬁrm. This role is ideal for someone who enjoys variety, takes pride in organization and follow-through, and wants to be part of a collaborative, service-focused team.

Responsibilities

Process client service requests in Fidelity Wealthscape, including account paperwork, distributions, and other account maintenance requests
Manage Redtail CRM tasks and reporting
Support ﬁnancial planning workﬂows (Holistiplan tax uploads, Social Security Analyzer input, eMoney maintenance)
Manage ShareFile document downloads and electronic ﬁle organization
Assist with scheduling client meetings and calendar coordination
Support newsletters, Constant Contact updates, and website edits
Attend staf meetings, prepare and circulate notes to the team
Serve as point person for ordering supplies and run occasional local errands
Coordinate with vendors (technology, phone, and other service providers)
Support special projects and process improvement initiatives as needed

What We’re Looking For

Experience in a ﬁnancial advisory, wealth management, or professional services environment preferred
Strong organizational skills with attention to detail
Proﬁciency with Excel, Word, and Outlook
Strong communication skills and a collaborative mindset
Familiarity with Fidelity Wealthscape, Redtail, Holistiplan, or similar systems is a plus

What We Offer

Flexible part-time position, approximately 20–25 hours per week, primarily in-ofice, with potential for limited hybrid ﬂexibility based on experience, role responsibilities, and ﬁrm needs
Competitive salary and incentive bonus program
Retirement plan with company match
Paid stock market holidays and paid time of on a prorated basis based on scheduled weekly hours

Please send your resume and cover letter to [email protected]

Apply Now

Refine Your Search

finance operations occupations jobs in gardner, ma

Operations Coordinator

Manager, Secondary Markets (Operations)

Deposit Operations Representative.

Membership Maintenance Team Member I, Marlborough, MA, Full-Time, Hybrid

VP, Fraud Risk Management

Senior Fraud Analyst

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for finance operations occupations in gardner, ma

Explore jobs in more locations

About Us

The Opportunity

Responsibilities

What We’re Looking For

What We Offer

Job Seeker Tools

Employer Tools

Browse

Stay Connected