Sr. Operations Specialist

About the Opportunity

We are excited to partner with a growing financial services firm in the search for a Senior Operations Specialist. This is a unique opportunity to join a high-performing team where operational precision client service and continuous improvement are at the heart of the business. The ideal candidate is proactive detail-oriented and thrives in a collaborative setting. They bring a strong commitment to operational excellence and are energized by process enhancement and delivering exceptional client experiences.

Key Responsibilities

• Deliver outstanding support by responding to client inquiries resolving issues efficiently and anticipating client needs
  
• Liaise with custodians vendors and internal teams to ensure seamless service delivery
  
• Actively contribute to enhancing the overall client experience
  
• Oversee onboarding account maintenance and closure processes
  
• Manage account configurations data feeds compliance settings and funding verifications
  
• Monitor performance data across various strategies and ensure timely updates (daily monthly quarterly)
  
• Investigate and resolve performance anomalies and client-related issues promptly
  
• Generate and distribute quarterly and custom client reports
  
• Lead or support automation and workflow optimization initiatives
  
• Assist with trade settlements cash contributions and withdrawals
  
• Coordinate with the external compliance team to maintain and strengthen internal controls
  
• Manage timely preparation and filing of regulatory documents (e.g. ADV 13F employee reporting)
  
• Identify risks and contribute to the development of compliance processes and protocols
  
• Conduct regular reviews of operational workflows to drive efficiency
  
• Collaborate cross-functionally with investment client service trading and compliance teams
  
• Support standardization efforts and foster a culture of accountability and continuous improvement
  

Required Skills and Experience

• Bachelors degree in Business Administration Operations Management or relevant field
  
• 57 years of experience in operations preferably within the financial services sector
  
• Proven dedication to high-quality service for both internal and external stakeholders
  
• Excellent communication organizational and time-management skills
  
• Detail-oriented self-starter with a passion for process improvement
  
• Able to work effectively both independently and within a team environment
  
• Analytical and solutions-focused with a positive and proactive mindset
  

Benefits of Joining Our Operations Team

• Attractive salary package
• Comprehensive benefits including health dental and retirement plans
• Opportunities for ongoing professional development training and career progression
• Engagement with dynamic colleagues in a collaborative inclusive work environment

How to Apply

To apply please submit your CV outlining your experience in operational transformation relevant achievements and your aspirations for contributing to our ambitious growth journey. Applications will be reviewed on a rolling basis.

Diversity Equity & Inclusion

We encourage applications from all individuals regardless of background identity or career path. Our commitment to diversity and inclusion ensures equal opportunity and respect for every candidate throughout our recruitment process. Join us in building a forward-thinking supportive workplace for all.