Finance Associate

US Tech Solutions; Jersey City (NJ); On-site; USD 65,000 - 75,000; Full time

Job summary

A global staff augmentation firm is seeking an Operations Intermediate Specialist for a 6-month contract in Jersey City. This role involves performing specialized operational fund account opening tasks, ensuring superior client service, and managing risk effectively. The ideal candidate will hold a BS/BA degree or equivalent experience and possess strong organizational skills and the ability to work under pressure. The company offers an opportunity to work in a dynamic environment.

Qualifications

• 1 to 2 years of experience in Global Custody.
• Ability to multi-task and effectively manage assignments.
• Experience in performing technical responsibilities with competence.

Responsibilities

• Perform high level fund account opening activities.
• Process transactions and verify information.
• Provide superior client service and respond to inquiries.
• Prepare and execute fund documentation and reflect fund accounts on systems; review daily opening reports.

Skills

Strong organizational skills

Ability to communicate professionally

Technical responsibilities knowledge

Proactive self-starter

Teamwork

Education

BS/BA degree or equivalent work experience

1 to 2 years of Global Custody experience

Job description

Duration: 6 Months Contract with possible extension

Job Description:

The Operations Intermediate Specialist – MFS Account Opening performs high level specialized operational fund account opening activities in support of the firm’s business lines.

S/he is a subject matter specialist typically dealing with moderately complex issues as they relate to his/her area of focus.

These activities include fund account document review and execution, communication with fund companies, processing and recording, reporting and acknowledgement, and reconciliation.

Securities Processing

Process transactions, verify information, manage daily volume, perform intraday and end of day reconciliation of daily work, help to ensure all deadlines and requirements are being met.

Client Service

Provide superior client service, ensure timely response to internal and external requests, follow up on open inquiries.

Risk Management

Help to identify and document errors in an effort to reduce exposure, interact with other *** departments on resolution of issues, communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure, manage associated fund account projects, assist with defining procedures and controls.

Processing

Prepare and execute required fund documentation, investigate and respond to inquiries related to fund account openings, correctly reflect fund accounts on *** systems, maintain and review daily department reports pertaining to mutual fund account openings

Qualification

• BS/BA degree or equivalent work experience or 1 to 2 years of Global Custody experience.
• Proven knowledge of one or more product area within Operations and its process, ability to perform technical responsibilities of the job with a high level of competence, aptitude for thorough and timely research, analysis and resolution of a problem, ability to communicate professionally through effective verbal and written skills, strong organizational skills, ability to multi-task and effectively juggle assignments, ability to work in a team environment, ability to meet deadlines and work under pressure, proactive self-starter who is detail and goal oriented.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.