Operations Assistant

Madison-Davis, LLC; New York (NY); Hybrid; USD 31.000 - 44.000; Vollzeit

Zusammenfassung

Madison-Davis, LLC is seeking a diligent Banking Operations Support Specialist to assist with account servicing, transaction processing, and day-to-day banking operations in a hybrid workplace.

The role requires coordinating with clients, front-office and operations, handling payments and confirmations, and helping maintain documentation with internal procedures, while supporting audits and process improvements.

Aufgaben

• Process client instructions for domestic and international payments and account maintenance.
• Coordinate with clients, front-office and operations to ensure timely transaction execution.
• Review client requests and supporting documents for completeness and compliance.
• Prepare and review client confirmations and transaction-related communications, including SWIFT messages.
• Monitor progress, follow up on outstanding items, and resolve processing delays.
• Maintain accurate client records and transaction logs.
• Coordinate cross-border transactions with international head office teams.
• Respond to client inquiries professionally and help resolve operational issues.
• Assist with audits and compliance reviews and suggest workflow improvements.

Jobbeschreibung

Title: Operations Assistant

Office Status: Hybrid (4 days in-office)

Pay Rate: $27/hr

Contract Length: Not specified

About the Role

A financial services organization is seeking an organized, client-focused Banking Operations Support Specialist to assist with account servicing, transaction processing, and day-to-day banking operations. This role coordinates between clients, front-office teams, and operations to ensure transactions are processed accurately, inquiries are resolved promptly, and documentation is maintained in accordance with internal procedures.

Responsibilities

• Process client instructions involving domestic and international payments, account maintenance, time deposits, loan drawdowns, and trade finance transactions.
• Coordinate with clients, front-office personnel, and operations teams to ensure accurate and timely transaction execution.
• Review client requests and supporting documentation for completeness and compliance with internal policies.
• Prepare and review client confirmations, emails, and transaction-related communications, including SWIFT messages.
• Monitor transaction progress, follow up on outstanding items, and help resolve processing delays.
• Maintain accurate client records, transaction logs, and supporting documentation.
• Coordinate cross-border transactions and client requests with international head office teams.
• Respond to client inquiries professionally and work with internal teams to resolve operational issues.
• Assist with audits and compliance reviews, and recommend improvements to operational workflows.