Operations Specialist(BACJP)

Dallas, IA - USA

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Operations Specialist(Level II)
Job Location: Dallas TX 75202
Job Duration: 4 months Extension

Description:

Training will be onsite 5 days/week eventually will shift to hybrid (3 onsite 2 remote) work schedule

Job Description:

The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO).
The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels servicing Private Bank Securities on PACE Fund Relationship and Onboarding Mutual Fund & Alternative Investments.
The Private Bank Investment Income team provides operational support for global and domestic dividends and interest payments for the Private Bank.
The team facilitates foreign tax residency certification dividend reinvestment and favorable foreign tax withholding elections and principal and interest payments associated with income events.
The candidate will be responsible for moderately complex activities supporting the assignment sourcing gathering furnishing and movement of financial and client information and data.
Key responsibilities include transaction processing analyzing event details and requirements and communicating effectively with peers management and business partners. Job expectations include providing quality service and effective operations support for internal business partners and external clients.

Responsibilities include:

Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures including escalation when necessary.
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units.

Required Skills:

Proficiency in Microsoft Excel.
Ability to pick up new concepts and routines quickly.
Ability to learn how to research more complex issues and make connections to processes across the department.
Excellent written and verbal communication skills.
Strong work ethic and ability to quickly process large amounts of data.
Previous experience in financial services especially within operations.
Basic understanding of corporate actions.

Desired Skills:

Proactive approach to responsibilities.
Organized with effective time management.
Can analyze and process incoming payments with high accuracy.
Comfortable balancing positions and transactions.

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Job Title: Operations Specialist(Level II) Job Location: Dallas TX 75202 Job Duration: 4 months Extension Description: Training will be onsite 5 days/week eventually will shift to hybrid (3 onsite 2 remote) work schedule Job Description: The Securities Settlement and Custody Operations grou...

Job Title: Operations Specialist(Level II)
Job Location: Dallas TX 75202
Job Duration: 4 months Extension

Description:

Training will be onsite 5 days/week eventually will shift to hybrid (3 onsite 2 remote) work schedule

Job Description:

The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO).
The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels servicing Private Bank Securities on PACE Fund Relationship and Onboarding Mutual Fund & Alternative Investments.
The Private Bank Investment Income team provides operational support for global and domestic dividends and interest payments for the Private Bank.
The team facilitates foreign tax residency certification dividend reinvestment and favorable foreign tax withholding elections and principal and interest payments associated with income events.
The candidate will be responsible for moderately complex activities supporting the assignment sourcing gathering furnishing and movement of financial and client information and data.
Key responsibilities include transaction processing analyzing event details and requirements and communicating effectively with peers management and business partners. Job expectations include providing quality service and effective operations support for internal business partners and external clients.

Responsibilities include:

Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures including escalation when necessary.
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units.

Required Skills:

Proficiency in Microsoft Excel.
Ability to pick up new concepts and routines quickly.
Ability to learn how to research more complex issues and make connections to processes across the department.
Excellent written and verbal communication skills.
Strong work ethic and ability to quickly process large amounts of data.
Previous experience in financial services especially within operations.
Basic understanding of corporate actions.

Desired Skills:

Proactive approach to responsibilities.
Organized with effective time management.
Can analyze and process incoming payments with high accuracy.
Comfortable balancing positions and transactions.

#CareerBuilder #Monster #Dice #Indeed #LinkedIn