Operations Analyst

Confidential; Buffalo (NY); Hybride; USD 41 000 - 45 000; Plein temps

Avantages offerts par ce poste

Healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee discounts

Résumé du poste

Confidential in Buffalo, NY is seeking an Operations Specialist to support the International Wealth and Private Banking Trust Operations team on a long-term project. The role emphasizes data entry, documentation, and coordination of financial transfers in a hybrid work setting.

The candidate should have strong typing, attention to detail, and the ability to maintain thorough operational notes. A banking background is not required, but data entry and organizational skills are essential.

Qualifications

• Typing speed and data entry accuracy required.
• Attention to detail with impeccable records.
• Strong verbal and written communication skills.
• MS Office proficiency and ability to learn mainframe/brokerage databases.

Responsabilités

• Data Entry & Documentation into mainframe and brokerage systems with audit trails.
• Coordinate and track cash and security transfers, asset movements, and account terminations.
• Review operational reports for accuracy and escalate gaps to mitigate risk.
• Collaborate with cross-functional teams including Operations, Legal, Tax and vendors.
• Identify bottlenecks and propose process improvements.

Connaissances

Typing speed

Data entry

Attention to detail

Communication

Organization

MS Office

Mainframe/databases

Formation

Bachelor's degree in Business/Finance

Outils

Microsoft Office

Mainframe/Brokerage systems

Description du poste

Our client, a major bank, is looking to hire a Operations Specialist in Buffalo, NY.

Pay Rate Range: $30-33/hr W2, based on experience

Contract Duration: 12 month, expected to extend

Hybrid: 3 days per week in office (flexible)

Responsibilities:

We are seeking an operational professional to join our International Wealth and Private Banking (IWPB) Trust Operations team for a high-priority, long-term project. In this role, you will provide critical, project-specific administrative and data-driven support to Trust Relationship Managers, Trust Officers, and Leadership.

The ideal candidate will possess exceptional typing accuracy, meticulous attention to detail, and the ability to maintain clean, comprehensive operational notes in a fast-paced environment. While a background in banking is not required, strong data entry and organizational skills are essential.

Key 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.

Requirements:

• Core Administrative Skills: Proven typing speed/accuracy and strong data entry skills. A typing test and proof of score might be asked for.
• 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 Qualifications (Nice-to-Have)

• Previous exposure to banking, brokerage operations, trust services, or securities products is a plus but not required.

Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.