Operations Specialist

San Diego, California


Operations Specialist – Consulting – San Diego, CA 

Are you looking to break into the Financial Services industry? If so, this may be one of your best chances to prove yourself! A nationally known company in San Diego is looking to add someone who’s committed, detail-oriented and coachable into their team. Please read below for more information!

What you’ll do:

  • Create and maintain spreadsheets
  • Enter data entry of cost basis requests
  • Reconcile and research tax and cost basis related items in client accounts

Who you are:

  • Bachelor’s degree in Finance, Economics or related field
  • Excellent interpersonal and communication skills 
  • Intermediate skills with Excel

What to do now:

Please send your resume to Anne Oyales at aoyales@provenrecruiting.com – we'd love to hear from you! 


We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Do not hesitate to apply now!


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