Back-Office Operations Analyst – Financial Services

WorkNovas LLC; Minneapolis (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

WorkNovas LLC in Minneapolis/Milwaukee/Chicago seeks an Operations Analyst to support back-office processing for banking and advisor client groups. You will handle data changes, cash/stock transfers, and disbursements while coordinating with several teams to meet tight deadlines.

The ideal candidate has a finance- or economics-related degree and 1–4 years' custody operations experience on SWP, plus solid MS Office skills.

Qualifications

• Bachelor's degree in finance, accounting, commerce or economics.
• 1-4 years of experience in custody operations on SWP.
• Strong communication and multi-tasking abilities.

Responsibilities

• Process static data amendments such as DOB, addresses, fee packages.
• Execute inter-account cash/stock transfers per client instructions.
• Manage recurring and ad-hoc cash disbursements including dividends.
• Review and post cash receipts from clients and counterparties.
• Coordinate with multiple operational processing teams.

Skills

Communication skills

Multi-tasking

Learning agility

Finance knowledge

Education

Bachelor's degree in Finance

Commerce

Economics

Tools

SWP navigation

BOXI reports

Excel

Access

Outlook

Job description

WorkNovas LLC in Minneapolis/Milwaukee/Chicago seeks an Operations Analyst to support back-office processing for banking and advisor client groups. You will handle data changes, cash/stock transfers, and disbursements while coordinating with several teams to meet tight deadlines.

The ideal candidate has a finance- or economics-related degree and 1–4 years' custody operations experience on SWP, plus solid MS Office skills.