Finance Operations Specialist: Client Data & Compliance

The Recruitment Council; Texas; In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

A financial services company is seeking a motivated Financial Operations Specialist to join their dynamic team in Wisconsin. In this role, you will ensure precise processing of client instructions and uphold high standards of service. Ideal candidates will have a background in financial administration and strong Excel skills. This position requires attention to detail and effective collaboration with various teams.

Competenze

• Completed or in-progress undergraduate degree in Commerce or Finance.
• Administrative experience in the financial services sector is required.
• Background in Unit Trust or Retirement Fund administration preferred.
• High proficiency in Excel is required.
• Willingness to work overtime when necessary.

Mansioni

• Process a wide range of client instructions compliant with legislation.
• Conduct daily checks and reconciliations to ensure data accuracy.
• Review and verify colleagues' work for quality control.
• Collaborate with Client Relationship and Operations teams.
• Identify opportunities for process improvements.

Conoscenze

Attention to Detail

Communication

Proactive Mindset

Team Collaboration

Numerical Skills

Formazione

Undergraduate degree in Commerce or Finance

Strumenti

Microsoft Excel

Descrizione del lavoro

Ourclient is seeking a highly motivated and detail-oriented Financial Operations Specialist to join our dynamic team. This is a pivotal role within their Solutions team, where your precision and commitment to excellence will directly impact their clients and business partners. If you are a proactive and collaborative professional with a passion for the financial services industry.

You will be the cornerstone of our client administration, ensuring all instructions are processed with absolute accuracy and efficiency. Your work will uphold their high standards of service and compliance, maintaining the integrity of their client database and supporting critical business functions through meticulous reporting and query management.

Responsibilities:

• Process Management: Accurately and efficiently process a wide range of client instructions, including new investments, redemptions, and changes to client details, ensuring all transactions are compliant with relevant legislation (e.g., FICA, POPIA, FATCA).
• Data Integrity & Reconciliation: Conduct daily checks on transactions, monitor bank statements, and perform reconciliations to ensure all financial data is accurate and up-to-date.
• Quality Assurance: Play a vital role in quality control by reviewing and verifying the work of colleagues to ensure accuracy and compliance with internal and legislative requirements.
• Stakeholder Engagement: Collaborate closely with the Client Relationship and Operations teams, providing timely support and clear communication to resolve queries and ensure a seamless service experience.
• Process Improvement: Identify opportunities to enhance existing systems and processes, assisting with system testing to drive continuous improvement within the team.

Qualifications and Experience:

• A completed or in-progress undergraduate degree, preferably in Commerce or Finance.
• Previous administrative experience in the financial services sector is required.
• A background in Unit Trust or Retirement Fund administration would be a significant advantage.
• High proficiency in Microsoft Office, particularly Excel.
• A proactive mindset and a willingness to work overtime when necessary to meet deadlines.

Competencies:

• Exceptional Attention to Detail: You have outstanding numerical skills and an unwavering commitment to accuracy.
• Action-Oriented: You are a self-starter who can manage competing priorities and deadlines under pressure.
• Collaborative Spirit: You thrive in a team environment and build strong working relationships across the business.
• Effective Communicator: You can articulate information clearly and concisely, both verbally and in writing.
• Accountability: You take full ownership of your work and are dedicated to delivering high-quality results.