Operations Specialist

Key Responsibilities

• Data Entry & Documentation: Perform high-volume entry of financial information into mainframe and brokerage systems while maintaining precise, clear, and auditable case notes.
• Transaction Coordination: Liaise with front-office personnel to coordinate and track cash and security transfers, asset movements, fund/model changes, liquidations, and account terminations.
• Quality Assurance: Review and analyze operational reports and system documents for accuracy, escalating gaps or anomalies to the appropriate teams to mitigate monetary, regulatory, and reputational risk.
• Stakeholder
  
  Collaboration:
  
  Build and maintain strong working partnerships with cross-functional teams, including Operations, Trust Officers, Legal, Tax, and external vendors.
• Process Improvement: Identify operational bottlenecks during daily activities and propose solutions to streamline processes and improve efficiency.

• Core Administrative
  
  Skills:
  
  Proven typing speed and accuracy, along with strong data entry skills.
• Meticulous Attention to Detail: Ability to identify errors in detailed documentation and maintain impeccable records.
• Communication: Strong verbal and written communication skills for effective cross-departmental coordination.
• Agility & Organization: Exceptional planning, prioritization, and time-management skills to thrive in a fast-paced environment with shifting priorities.
• Technical Proficiency: Proficiency with Microsoft Office, particularly Excel and Word, and the ability to quickly learn proprietary mainframe and brokerage databases.
• Education: Bachelor’s degree in Business, Finance, or a related field, or equivalent practical administrative experience.

• Previous exposure to banking, brokerage operations, trust services, or securities products is a plus but not required.