Document Processor

Advisory Operations Specialist

What You'll Do

This role supports financial advisors by processing paperwork, updating account information, and making sure client data is accurate. If you enjoy detail-oriented work, staying organized, and working with spreadsheets and systems, this could be a great fit.

You'll spend most of your day reviewing documents, entering and verifying information, tracking work in Excel, and helping ensure account transactions are handled correctly and on time.

Day-to-Day Responsibilities

• Review and process account paperwork and financial documents.
• Track tasks and workloads using Excel and other internal systems.
• Handle a high volume of transactions accurately and efficiently.
• Update client and account information in multiple systems.
• Verify data, troubleshoot discrepancies, and correct errors when needed.
• Process requests such as account updates, account closures, and investment-related changes.
• Work with advisors to ensure paperwork is completed correctly.
• Follow established procedures and compliance requirements.
• Support ongoing projects related to company acquisitions and system integrations.
• Assist with the rollout of new financial products and programs.
• Monitor reports and account activity to ensure information remains accurate.
• Learn company platforms and become a go-to resource for operational processes.

What We're Looking For

• High school diploma or equivalent.
• At least 6 months of experience in financial services, banking, wealth management, or a similar environment.
• Strong Microsoft Excel and Microsoft Office skills.
• Excellent attention to detail and accuracy.
• Comfortable processing a high volume of paperwork and transactions.
• Ability to work across multiple computer systems at once.
• Strong organization and time-management skills.
• Basic understanding of financial services, investments, or brokerage operations.
• Ability to identify problems and help find solutions.

Nice to Have

• Experience working in a financial operations, banking, or back-office support role.
• Experience maintaining account records or processing financial transactions.
• Familiarity with investment platforms, trading systems, or advisory tools.
• Experience reconciling data between multiple systems.
• Strong communication skills and the ability to explain processes clearly to others.

Work Environment

• Hybrid schedule with at least 2 days per week in the West Des Moines office.
• Monday through Friday, 8:00 AM to 4:30 PM.
• Modern office with updated workspaces and breakrooms.
• Opportunity to join a large, growing financial services organization with strong career advancement potential.

In Simple Terms

This is essentially a financial operations and administrative support role. You'll review paperwork, update account information, work heavily in Excel and internal systems, and help make sure investment accounts and transactions are processed accurately. It's a good fit for someone who is detail-oriented, enjoys behind-the-scenes operations work, and wants to build a career in financial services.

Job Type & Location

This is a Contract to Hire position based out of West Des Moines, IA.

Pay and Benefits

The pay range for this position is $19.00 - $21.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in West Des Moines,IA.

Application Deadline

This position is anticipated to close on Sep 30, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: 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.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.