Project Management - Associate
Project Management - Associate
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Job Description
You are a strategic thinker passionate about driving solutions in financial have found the right team.
As a Project Management Associate within the national branch team you will coordinate the escheatment process outreach manage cases for terminated advisors handle rejected money movements track and ensure compliance with penny stock procedures and conduct EVP escalations resolutions. You will also serve as a backup for other critical processes engaging directly with Advisors and Field Leaders to perform key tasks as part of the national branch book of work. You will work with market directors and regional directors to resolve queries manage mailboxes and report critical tasks for control requirements. You will influence partners to promote process improvement and collaborate with global teams to meet reporting and control task requirements.
Job Responsibilities
Perform key tasks assigned as part of national branch book of work
Work with market directors and regional directors to resolve queries
Ensure mailbox management and reporting of critical tasks for control requirements
Influence internal and external partners and promote process improvement
Collaborate with global teams and SMEs to ensure adhoc requirements are met for reporting requirements and control task
Update accounts to add or remove assigned restriction code
Perform other need based remediation reporting reconciliation activities which support the field leaders
Required qualifications capabilities and skills
Minimum 5 years experience with transaction processing query resolution stakeholder reporting and MIS
Customer service experience and strong understanding of operational controls
Experience working with multiple global stakeholders in a banking or financial services function
Strong problem-solving skills and relationship management skills
Strong written and verbal communication skills
Hands on experience working with large data
Preferred qualifications capabilities and skills
Bachelors degree required CFA/CMA/CA/MBA (Operations) an advantage
Excellent communication (verbal and written) skills
Proficiency in Microsoft Office (especially Excel and PowerPoint)
Experience in using Data extraction and Data analysis
Required Experience:
IC
Employment Type
Full-Time
