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Operations Analyst

Genesis10
life insurance, 401(k)
United States, Pennsylvania, Berwyn
Jul 31, 2025
Genesis10 is seeking an Operations Analyst with our financial services client in Berwyn, PA hybrid position requiring 3 days onsite. This is a 5-month+ contract.

Compensation is $20/hr-$21/hr based on experience

Summary and responsibilities:

Responsible for client daily distribution processing via entry of distribution dates and rates, set-up of new distribution cusips (Funds) in an Access Database, outbound calls to clients and/or their service providers to obtain distribution data and QC of distribution data for accuracy. Attention detail, data entry accuracy, and effective communication skills are essential to the role. Utilize applications such as Microsoft Access, Lotus Notes, our client's mainframes, and Multi Client Image in the completion of daily tasks. Participate in quality programs and initiatives to ensure the highest level of customer service is provided. Help and/or support any ongoing projects as requested by managers or co-workers. Complete any required documentation for productivity measurement. Closely follow all regulatory and internal procedures.

  • Monitor multiple sponsor portals and/or websites for incoming tax harvesting requests.
  • Process and quality control review initial tax harvesting requests.
  • Process tax selling buy back instructions.
  • Manage multiple workflow queues throughout the day to ensure all tax harvesting requests and tax selling buy backs are complete on a daily basis.
  • Respond to various requests from intermediaries in a timely and professional manner
  • Provide support in department projects as needed


Required skills:

  • Experience working under tight timelines, producing accurate results, and mitigating risks
  • Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
  • Strong verbal and written communication skills required to interact with both internal and external parties
  • Strong analytical research, and problem-solving skills as well as attention to detail
  • Team player with a positive attitude who can effectively train and supervise others
  • Industry knowledge preferred
  • Self-starter attitude


If you have the described qualifications and are interested in this exciting opportunity, apply today!

Genesis10

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10:


  • Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
  • The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
  • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
  • Behavioral Health Platform
  • Medical, Dental, Vision
  • Health Savings Account
  • Voluntary Hospital Indemnity (Critical Illness & Accident)
  • Voluntary Term Life Insurance
  • 401K
  • Sick Pay (for applicable states/municipalities)
  • Commuter Benefits (Dallas, NYC, SF)
  • Remote opportunities available



For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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