Advisor Solutions Operations Analyst

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Responsible for supporting daily reconciliation activities for Advisor Solutions accounts held on the Trust accounting platform and at third-party custodians. This role focuses on identifying, researching, and resolving reconciliation breaks by partnering with an outsourced vendor, external custodians, and internal teams to ensure accounts are accurate, balanced, and properly documented.

You will serve as a key control point within Advisor Solutions operations, ensuring reconciliation activities are completed accurately, timely, and in accordance with established procedures and regulatory expectations, while contributing to a strong risk management culture and positive client experience.

Position not available for immigration sponsorship.

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

+ Reconciliation

Activities:

Identify, analyze, and resolve daily reconciliation breaks between external custodians and the Trust accounting system, including cash, position, and transaction-level discrepancies.

+ Issue Ownership & Resolution:
Act as the primary owner of reconciliation issues escalated from or worked in conjunction with the outsourced vendor, ensuring timely follow-up, documentation, and closure.

+ Break Escalation &

Risk Management:

Escalate unresolved or aging breaks in accordance with established issue management and risk escalation procedures, ensuring alignment with the Bank's risk appetite.

+ Reporting & Metrics:
Track and report reconciliation metrics such as break volumes, aging, root causes, and resolution timelines to management as requested.

+ Process Knowledge & Controls:
Develop a strong understanding of Advisor Solutions processes, risk and control points, and fiduciary responsibilities, ensuring adherence to established procedures and regulatory expectations.

+

Cross-Functional Collaboration:

Collaborate with internal business lines, external custodians, and outsourced vendors to ensure accounts are reconciled accurately and efficiently.

+ Control & Documentation Review:
Serve as a control point to verify documentation completeness and accuracy, ensuring required approvals are obtained and files are audit-ready.

+ Process Improvement:
Contribute to workflow enhancements and process redesign initiatives, focusing on efficiency, risk mitigation, and improved client experience.

+ Analytical Problem Solving:
Apply strong analytical skills to research discrepancies, determine root causes, and drive effective resolutions with minimal supervision.

+ Independent Execution:
Perform work within defined parameters while independently managing priorities, with opportunities to expand scope alongside more experienced staff.

+ Other Duties:
Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.

MINIMUM REQUIREMENTS:

+ Three or more years of financial services experience, preferably with exposure to trust operations, private banking, or customer service.

+ Bachelor's degree (or equivalent experience).

+ Experience using Microsoft Office tools, including Excel, Word, PowerPoint, and Outlook.

+ Experience researching and resolving accounting or reconciliation discrepancies.

+ Ability to interpret transaction data, custodian statements, and system reports.

+ Ability to assess issues and determine appropriate resolution with minimal supervision.

+ Working knowledge of company policies, procedures, and operational processes.

+ Strong ability to multi-task and perform under pressure.

+ Ability to work independently with limited direction.

+ Excellent verbal and written communication skills.

REQUIRED SKILLS:

Qualified candidates will possess an intermediate degree of proficiency (typically from 3+ years of work or practical experience), in:

+ Reconciliation & Accounting Analysis:
Ability to investigate discrepancies, interpret financial data, and reconcile accounts accurately.

+ Data…