Financial Operations Specialist

The Operations Specialist – Client Account Profile is responsible for ensuring that new accounts are set up properly and maintained effectively on client systems. The Specialist will develop an in-depth knowledge of client business lines, Sub-Custodian network, and systems such as the Unified Account File (UAF), Keystone, and Fircosoft.

The Specialist should assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance. You will work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups.

Qualifications & Skills

• Education: BA/BS degree.

• Technical Skills: Demonstrated PC skills and the ability to learn complex internal systems.

• Communication: Ability to communicate professionally through effective verbal and written skills.

• Critical Thinking: Ability to identify, escalate, and resolve problems.

• Operational Excellence: Excellent organizational skills and detail orientation.
  
  
  • Ability to manage time efficiently and effectively.
    
    
  • Ability to multi-task, meet deadlines, and work under pressure.
    
    
• Collaboration: Ability to work effectively in a team environment.

salary: $25 - $26 per hour
shift: First
work hours: 8 AM - 4 PM
education: Bachelors

Responsibilities

• Account Management: Set up new accounts, make changes to existing accounts, and close accounts that are no longer needed.

• Data Integrity: Code data from the new account form into various client systems and perform maintenance functions on existing accounts.

• Risk Mitigation: Monitor and identify incomplete and/or inconsistent information that may result in risk to the client or their clients; resolve discrepancies and execute transactions.

• Problem Resolution: Escalate problem items and communicate professionally and constructively to effectively resolve issues to minimize risk and exposure.

• Client Service: Provide superior client service and communicate effectively as part of a team.

• Process Improvement: * Contribute to Division or Firm process improvement activities.
  
  
  • Understand systems and workflows beyond the immediate team to suggest improvements that benefit the department.
    
    
  • Assist the team in developing and implementing process improvements to reduce risk and/or increase productivity.
    
    
• Systems Knowledge: Gain an understanding of the "big picture"—how specific functions impact the firm—and learn how client systems interact with one another.

Skills

• Financial Analysis
• Financial Reporting
• Banking Operations
• Operations
• Verbal Communication
• Responsiveness
• Analytical Thinking
• Financial Planning
• Financial Services
• Basic Accounts Receivable
• Business operations
• Business Coursework
• Accounting Coursework
• Written Communication

Qualifications

• Years of experience: 0 years
• Experience level: Entry Level

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

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.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.