Operations Specialist

  • location: Dallas, TX
  • type: Contract
  • salary: $22.28 per hour
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job description

Operations Specialist

job summary:
Job Description:

**This position will begin remote until the team returns onsite**

    Flexibility to work in an evolving environment Organizational and time management skills to meet intraday deadlines Demonstrate logical, systematic approach to problem solving Our dynamic department is responsible for the custody and settlement of assets, as well as the invoicing and collection of revenue and sub-accounting services such as recordkeeping. Our teams are relied heavily upon for participation in projects and initiatives that help promote responsible growth for the business and our Clients. We focus on minimizing risk and promoting a positive Client experience. Teams interface daily with Financial Advisors, Investment Managers and Internal and External Business partners to provide all manners of operational support for Organisation and U.S. Trust accounts. Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced teammates. This role typically requires 3+ years' experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.
The duties of this particular role include, but are not limited to:

    Monitor, analyze, and validate industry data as it applies to investments for one of the leading global investment firms. Reconcile and balance system generated reports Identify exceptions and provide problem resolutions for function related items Perform mathematical calculations Research system records for transactions, positions, beneficial owners, name address files, or specific account documentation in support of unit workflow Processing transactions to the trust accounting system according to policy, procedures, and standards Communicate verbally and written in a professional manner with internal and external business partners
?Skills, Talents and Qualifications:

    Positive attitude An understanding of financial transactions and investments An understanding of technology applications Flexibility to work peak processing days and times Proficient in Excel
 
location: Dallas, Texas
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 2 Years
 
responsibilities:
Job Description:

**This position will begin remote until the team returns onsite**

  • Flexibility to work in an evolving environment
  • Organizational and time management skills to meet intraday deadlines
  • Demonstrate logical, systematic approach to problem solving
  • Our dynamic department is responsible for the custody and settlement of assets, as well as the invoicing and collection of revenue and sub-accounting services such as recordkeeping.
  • Our teams are relied heavily upon for participation in projects and initiatives that help promote responsible growth for the business and our Clients. We focus on minimizing risk and promoting a positive Client experience.
  • Teams interface daily with Financial Advisors, Investment Managers and Internal and External Business partners to provide all manners of operational support for Organisation and U.S. Trust accounts.
  • Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing.
  • Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve.
  • May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced teammates.
  • This role typically requires 3+ years' experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.
The duties of this particular role include, but are not limited to:

  • Monitor, analyze, and validate industry data as it applies to investments for one of the leading global investment firms.
  • Reconcile and balance system generated reports
  • Identify exceptions and provide problem resolutions for function related items
  • Perform mathematical calculations
  • Research system records for transactions, positions, beneficial owners, name address files, or specific account documentation in support of unit workflow
  • Processing transactions to the trust accounting system according to policy, procedures, and standards
  • Communicate verbally and written in a professional manner with internal and external business partners
 
qualifications:
Skills, Talents and Qualifications:

  • Positive attitude
  • An understanding of financial transactions and investments
  • An understanding of technology applications
  • Flexibility to work peak processing days and times
  • Proficient in Excel
 
skills: Other
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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