Wealth management Operations Specialist

Описание

We are currently searching for an Operations Analyst to join our rapidly growing team. The Operations Analyst role is responsible for maintaining portfolio accounting systems and back-office processes for multiple financial advisory clients. To be successful in this position you should demonstrate continuous ambition, flexibility, initiative, and willingness to learn.

Role and responsibilities:

• Ensure that all cash and positions are reconciled accurately and in a timely manner
• Resolve cash and position outages between banks/brokers/custodians and the company platform
• Work with internal and external parties, in order to resolve breaks and synchronization issues, identify root causes, and expedite resolutions
• Proactively work to develop processes and procedures that improve efficiency and accuracy
• Work on projects such as reporting, billing, and onboarding new advisory firms and their clients and prospects

Our requirements:

• Bachelor’s Degree in Finance, Accounting, Business or Economics
• Experience in financial services
• Expertise working with Portfolio Accounting software would be considered as a plus
• Knowledge of Microsoft Office applications. Proficiency in Excel is strongly preferred
• Extreme attention to detail and a proven high level of data and work accuracy
• Exemplary problem-solving and organizational skills
• Strong interpersonal, verbal, and written communication skills
• Ability to work independently in an efficient and reliable manner
• Positive and hard-working attitude
• Proficiency in the English language

Our offer:

• You will be part of our highly competent, supportive, and experienced team
• Casual work environment with fun, hard-working, and open-minded colleagues
• Competitive salary and performance-based bonuses
• Comprehensive health and dental plan
• Convenient office location
• Flexible work schedule and work-from-home options
• 25 days paid annual leave
• Stocked kitchen and weekly lunches
• Sports card

Изисквания към кандидата

Езикови познания:

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Ниво в йерархията:

Категория:

Финанси
Инвестиционни посредници
Бизнес /консултантски услуги

Държава:

България

Населено място:

Гр. София

Адрес:

Дата:

20.01.2023

Организация:

Cross Source
Фирма/Организация - Директно търсеща служители

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