Operations Associate – Account Transfers and Security Processing (Fintech)

Location: Great Falls, Montana, United States; on-site

Company

hirify.global is an independent, employee-owned financial services company with more than 90 years of history and a focus on ethical client service and community engagement.

What you will do

• Process incoming and outgoing client account transfers and follow up on pending items.
• Support branch associates and coordinate with internal departments and transfer agents.
• Review and approve transfer documentation and resolve exceptions identified in daily reports.
• Request documents and clear safekeeping trades, including follow-up on overdue trades.
• Present, re-register, deposit, and distribute physical certificates for reorganizations, registration, redemption, vault storage, or client delivery.
• Process and distribute mail and perform other assigned operational duties.

Requirements

• High school diploma.
• Clear and effective verbal and written communication skills.
• Organizational and time-management skills, with the ability to work under pressure.
• Computer proficiency with Microsoft Outlook, Word, and Excel.
• Ability to adapt to changing processes and quickly develop new skills and knowledge.
• Strong attention to detail, follow-up skills, and ability to work independently and as part of a team.

Culture & Benefits

• Competitive salary and medical, dental, and vision coverage.
• Company 401(k) and ESOP contributions.
• Paid sick, vacation, maternity, parental, and holiday leave.
• Professional development opportunities and tuition reimbursement up to a $15,000 lifetime cap.
• Discounted personal insurance, charitable gift matching, and a company Day of Giving program.