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Operations Analyst

Operations Analyst

RKLLancaster, PA, US
15 days ago
Job type
  • Full-time
Job description

Operations Analyst

The Operations Analyst is responsible for executing on all aspects of the back?office operational and technological functions of the business. This position will work closely with the Operations, Compliance and Technology team. The Operations Analyst will engage with team members to create an exceptional experience for the Wealth Management team and clients.

Responsibilities

  • Supports the Operations Manager in managing third-party relationships (consultants, custodians, technology providers, and other vendors) to meet team and client needs
  • Executes back-office operations, including data management, trade settlement and reconciliation, custodian activities, and reporting, while delivering an exceptional client experience
  • Analyzes and implement process and control improvements to enhance operational efficiency, leveraging technology to streamline internal processes
  • Serves as a backup for Operations and Compliance roles and actively participates in project teams by providing input and implementation support
  • Organizes, maintains, and audits data, records, and documents; accurately enters data and generates reports; updates process instructions to ensure operational standardization
  • Collaborates across teams to improve firm processes and client experience, while maintaining strict confidentiality of client and firm information
  • Demonstrate awareness and adherence to firm policies and procedures

People Management / Relationships

  • Take initiative to be a team player (seek out opportunities to help others)
  • Treat everyone with respect; develop loyalty and trust with the team
  • Successfully adapt to different personalities and working styles
  • Proactively and effectively communicate information regarding status issues to team members
  • Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

    • Qualification

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

    Required Knowledge, Skills, and / or Ability

  • Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
  • Problem solving skills; ability to shift focus and adapt to changes
  • Excellent organization skills and strong attention to detail
  • Ability to use sound judgement and discretion regarding confidential information
  • Strong project management skills
  • Strong multitasking skills with ability to prioritize work as necessary

    • Education, Experience and Certifications

  • Bachelor's degree in Finance, Accounting, Economics, Business Management and / or related field or commensurate experience
  • 1+ years' experience working in a professional working environment
  • Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac, Zoom, Outlook etc)

    • Essential Functions

  • Must be able to remain in a stationary position as needed
  • The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
  • Ability to communicate in a professional manner and exchange information with internal and external actors as needed
  • Ability to lift / carry up to 20 pounds
  • Ability to work outside of normal business hours and weekends as needed
  • Ability to travel to local and non-local clients as needed, overnight travel may be required
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned

    • Salary Range : $55,000 - $65,000

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    Analyst • Lancaster, PA, US