Job Title: Data Entry Operations Specialist
Job Location: Hybrid at Buffalo, NY 14210, 3 days/week onsite
Duration: 12+ Months Contract (High possibility of extension)
Responsibilities:
- Data Entry & Documentation: High-volume entry of financial information into mainframe and brokerage systems; maintaining precise, clean, and audible case notes for audit trails.
- 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 absolute 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: Actively identify operational bottlenecks during daily tasks and propose solutions to streamline processes.
Required Experience:
- Core Administrative Skills: Proven typing speed/accuracy and strong data entry skills.
- Meticulous Attention to Detail: Ability to spot errors in heavy documentation and keep impeccable records.
- Communication: Strong and effective verbal and written communication skills for cross-departmental coordination.
- Agility & Organization: Exceptional planning, prioritization, and time-management skills to thrive in a fast-paced environment with shifting priorities.
- Technical Proficiency: Comfort working within Microsoft Office (Excel, Word) and an ability to quickly learn proprietary mainframe/brokerage databases.
- Education: Bachelor’s degree in Business, Finance, or equivalent practical administrative experience.
Preferred Experience:
- Previous exposure to banking, brokerage operations, trust services, or securities products is a plus but not required.