Business Specialist

POSITION SPECIFICATIONS:

* Bachelor degree or equivalent experience required. Degree in business related field or technology related field preferred

* Minimum 1 year of business experience required; 3+ years of business experience preferred

* Proficiency in MS Excel required;
Advanced proficiency preferred

* Experience with data reconciliation required;

Experience with databases, including Access for report production helpful, analysis and data management preferred

* Effective written and verbal communication skills required

MAJOR DUTIES:

* Import and reconcile data from various external sources into the database according to procedures. Perform manual data entry with a high degree of accuracy and conduct research as necessary.

* Analyze and scrub data provided by clients to identify inconsistencies.

* Prepare and deliver standard and ad hoc reports for all levels of management, as needed.

* Track and submit 12-Months' Notices and Requests for Waiver of the 12-Months' Notice for Capital Preservation Fund and communicate decisions to intermediary/clients.

* Accurately interpret the disclosure documents and contracts for various Funds supported

* Respond to email inquiries from intermediaries, transfer agents and various internal departments within the required time frames and procedures.

* Help define and support system upgrades and enhancements, execute test plans or participate in testing.

* Troubleshoot system related issues, participating in conference calls and other activities.

* Compile and produce statistical information and charts for quarterly management meetings and GIC providers.

* Periodically perform analysis of databases utilized in order to identify opportunities for greater automation and workflow efficiencies. Make appropriate recommendations to management to mitigate risk in database activity and streamline workflows.

* Identify missing or inaccurate data and work with Relationship Managers to obtain correct data.

* Participate in the creation of departmental policies and procedures and identify areas in which new procedures are required.

* Provide input or suggest creative solutions for existing reporting processes by recommending enhancements or improvements.

HOURS/

LOCATION:

* 8:30 a.m.

- 5:00 p.m. (overtime as required)

* Hybrid (in-office / remote)

* Warrendale, PA 15086

EXPLANATORY COMMENTS:

* Effective interpersonal and communication skills and ability to work alone or as a cooperative member of a team

* Strong organizational skills with the ability to effectively manage multiple tasks and meet established deadlines

* Demonstrate strong decision making, problem solving and analytical skills with particular attention given to detail and accuracy

* Demonstrate flexibility and the ability to remain professional in all aspects of performing job responsibilities