Financial Operations Coordinator

Company: LHH US
Location: Mission Hills
Posted on: February 18, 2026

Job Description:

Job Description Job Description Financial Operations Coordinator Overland Park, KS | Fully Onsite Full-Time | Direct Hire | up to $70,000 annually LHH Recruitment Solutions is working with a client who is seeking a highly organized and proactive Operations Coordinator to support our financial services team. This role is critical in ensuring smooth daily operations, efficient workflow management, and exceptional internal and external service. The ideal candidate has strong administrative skills, a sharp attention to detail, and experience working in a financial, banking, or professional services environment. KEY RESPONSIBILITIES: Coordinate day-to-day operational activities to ensure efficient office and team workflow Support advisors, analysts, and leadership with administrative needs and project coordination Assist with account opening, maintenance, and processing of financial documentation Perform quality checks to ensure accuracy and compliance within client records and transactions Prepare and review client forms, reports, meeting materials, and onboarding packets Assist with scheduling client meetings, managing calendars, and tracking follow-up activities Serve as a point of contact for client inquiries, routing information as needed Maintain confidentiality and professionalism in handling sensitive financial information Maintain and update CRM systems, internal databases, and operational logs Ensure documentation is complete, compliant, and properly archived Support preparation of internal reports, dashboards, and activity summaries Process and track incoming requests, approvals, and workflow status Identify opportunities to streamline processes and enhance operational efficiency Assist with internal audits, regulatory documentation, and compliance requirements Support cross-functional communication between operations, compliance, and advisory teams QUALIFICATIONS: Previous experience in financial services, banking, wealth management, or related professional environment preferred Strong administrative skills with exceptional attention to detail and accuracy Excellent communication and interpersonal skills, with comfort working in a client-focused role Proficiency with Microsoft Office; experience with CRM or financial software is a plus Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment Strong understanding of confidentiality, compliance, and financial documentation Pay Details: $60,000.00 to $70,000.00 per year Search managed by: Claire Grossman Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate -privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Keywords: LHH US, Diamond Bar , Financial Operations Coordinator, Administration, Clerical , Mission Hills, California