Is the Finance Operations Support role on-site?

Yes — this role is on-site at the client's Columbus, OH location, five days per week. The client's culture and delivery cadence are calibrated around in-person collaboration for this position. Relocation support may be available for the right candidate; the recruiter will confirm during your calibration call.

Is this a contract or full-time role?

This is a contract opportunity on ApTask's payroll. If selected, you will be employed by ApTask and will receive a W-2 for the duration of your assignment. During your engagement, you will be eligible for subsidized benefits, including medical, dental, vision insurance, a 401(k) plan, commuter benefits, and state-mandated paid sick leave. Your pay cycle (weekly or biweekly, as applicable) will be confirmed at the time of your offer. You'll also have a dedicated ApTask recruiter as your single point of contact throughout your assignment, providing ongoing support from onboarding through completion. Many of our contract opportunities are extended or converted to permanent positions based on business needs and performance. Your recruiter can share the client's historical extension and conversion trends during the interview process. Benefits, assignment duration, extension, conversion opportunities, and eligibility are subject to client requirements, business needs, and applicable plan terms.

What is the compensation range for this role?

The advertised range for this Finance Operations Support role is $19.17–$19.17 per hour. Where you land within the band depends on validated experience, the specific stack calibration match, and — for contract engagements — the bill-rate the client has locked in for this requisition. The recruiter will discuss the exact number during your calibration call.

How quickly does the interview process move?

ApTask's benchmark on this vertical is 19 days on average from résumé submission to signed offer — driven by validated, pre-verified profiles and a client relationship where the hiring manager reviews our shortlist within 48 hours. If your profile is a fit for this role, you can expect the recruiter's first call within one business day.

OnsitecontractorReq 26-02393Posted 3 days ago

Finance Operations Support

Open role in Columbus, OH. Onsite engagement, matched and submitted by an ApTask vertical recruiter.

Location: Columbus, OH · Onsite
Compensation: $19.17/hr

Talk to a recruiter

Your résumé routes to the vertical recruiter who owns this requisition. Identity-verified profile, never resold or syndicated.

About the role

About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate: $19.17/Hr

Job Description:

The WM Client Reporting Operations (CRO) team is focused on fulfilling investment account performance reporting needs for Wealth Management clients which include institutional clients, primarily for the Graystone business, as well as ultra-high net worth individuals.
The hiring sub-team is specifically tasked with onboarding and maintaining investment accounts held outside of Client to enable Financial Advisors to report on those assets from our internal reporting platforms.
The role is critical to hire to meet the growing demand for our services. Client is aggressively, and successfully, recruiting financial advisors from our competitors and acquiring registered investment advisors (RIAs).
The individual would not be onboarding Financial Advisors themselves; instead, the individual would be processing requests from the branches/field to onboard accounts for client reporting. This work is completed via email and Case Management.
Acquiring RIAs is new firm initiative and within a short time 2 multi-billion-dollar RIAs have been acquired. This role will position us to handle the substantial effort required to onboard new advisor teams and RIAs.
Effort to onboard their clients is substantial as it requires the build-out of historical performance for multiple client accounts, often extending back years.
If we cannot hire for this position, there is a risk that the pipeline of business expansion will be hampered as the onboarding work cannot be absorbed given existing staff level.
It will also make it difficult to maintain reasonable service levels on an ongoing basis as our account load increases as a result of business expansion.

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at [email protected].

Applicant Consent:
By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or [email protected]. Message frequency may vary. Msg & data rates may apply

About finance at ApTask

What this vertical looks like inside ApTask.

Finance roles at ApTask cover the technology, operations, risk, and compliance functions inside banks, insurers, asset managers, and fintech firms. Our recruiters have placed into the specific trading, treasury, and regulatory-reporting platforms our clients run — Murex, Calypso, Bloomberg AIM, Aladdin, Charles River, and the major GL and consolidation stacks. Because financial-services engagements carry FINRA, SEC, and state-regulator scrutiny, every candidate placed through ApTask is fingerprinted, credit-checked, and background-verified against the client's specific compliance program before onboarding.

How it works

What happens after you apply.

1. Verified profile
Submit your résumé and complete the ApTask identity + skills verification. We check right-to-work, background, and technical calibration once — never resell or re-verify — so future roles surface faster.
2. Recruiter calibration call
Within one business day, the recruiter who owns this requisition reviews your profile against the client's specific stack, arrangement, and start-date requirements. You'll hear back either way — no ghosting.
3. Client interview
If your profile is a fit, we present you to the hiring team. Most clients run 2-3 interview stages: hiring-manager screen, technical panel, and final. We prep you with the exact scorecard criteria before each round.
4. Offer + onboarding
On acceptance, you onboard W-2 with ApTask (contract) or direct-hire with the client (per role type). Benefits, payroll, and timesheets run through us. Your recruiter stays your point of contact for the length of the engagement.

Frequently asked

Questions candidates ask about this role.

Is the Finance Operations Support role on-site?: Yes — this role is on-site at the client's Columbus, OH location, five days per week. The client's culture and delivery cadence are calibrated around in-person collaboration for this position. Relocation support may be available for the right candidate; the recruiter will confirm during your calibration call.
Is this a contract or full-time role?: This is a contract opportunity on ApTask's payroll. If selected, you will be employed by ApTask and will receive a W-2 for the duration of your assignment. During your engagement, you will be eligible for subsidized benefits, including medical, dental, vision insurance, a 401(k) plan, commuter benefits, and state-mandated paid sick leave. Your pay cycle (weekly or biweekly, as applicable) will be confirmed at the time of your offer. You'll also have a dedicated ApTask recruiter as your single point of contact throughout your assignment, providing ongoing support from onboarding through completion. Many of our contract opportunities are extended or converted to permanent positions based on business needs and performance. Your recruiter can share the client's historical extension and conversion trends during the interview process. Benefits, assignment duration, extension, conversion opportunities, and eligibility are subject to client requirements, business needs, and applicable plan terms.
What is the compensation range for this role?: The advertised range for this Finance Operations Support role is $19.17–$19.17 per hour. Where you land within the band depends on validated experience, the specific stack calibration match, and — for contract engagements — the bill-rate the client has locked in for this requisition. The recruiter will discuss the exact number during your calibration call.
How quickly does the interview process move?

More roles in this vertical

Onsite · Baltimore, MD

Ready to apply? Two minutes, one profile.

Your résumé routes to the recruiter who owns this requisition. Identity-verified once, matched against every future ApTask role that fits your stack.

Join talent network See all roles

Finance Operations Support

About the role

What this vertical looks like inside ApTask.

What happens after you apply.

1. Verified profile

2. Recruiter calibration call

3. Client interview

4. Offer + onboarding

Questions candidates ask about this role.

Keep browsing.