Operations Specialist - Berwyn, United States - Archer

Archer

Verified Company

Berwyn, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

About Archer:

Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs.

With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for growth.

Archer has deep and broad-based experience working with asset managers, creating customized solutions to help them swiftly launch new products, streamline operations, and enter new distribution channels.

Archer is a portfolio company of LLR Partners, a lower middle market private equity firm based in Philadelphia.

About the role:

The Operations Specialist position at Archer offers exposure to multiple functions within investment operations.

The Account Services Operations Specialist role is primarily responsible for handling all base level operations responsibilities within potential areas such as Retail/Institutional onboarding, account maintenance, cash flow processing and quality control checks.

This is a hybrid position in 3 days a week.

What you'll be doing

Establish new accounts and process account maintenance items according to service level agreements
Validate and process cash transactions in client accounts
Manage multiple workflow queues throughout the day to ensure accounts are traded within the client/sponsor guidelines
Process Quality Control checks of New Accounts, Account Maintenance Transactions and Cash Flows to ensure accuracy prior to trading
Frequent communication with custodians, banks, and brokers to expedite and resolve issues
Respond to various requests from intermediaries in a timely and professional manner
Act as an interface between business units
Provide support in department projects as needed

Position Requirements/ Desired Skills:

Bachelor's degree in business, finance, or related field required
03 years experience in a related capacity
Experience working under tight timelines, producing accurate results, and mitigating risks
Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
Strong verbal and written communication skills required to interact with both internal and external parties
Strong analytical, research, and problem solving skills as well as attention to detail
Team player with a positive attitude who can effectively train and supervise others
Industry knowledge preferred
Self starter attitude
Ability to organize, manage data, prioritize tasks and work in a deadline oriented environment
Ability to learn and adapt in a growing and changing environment
Demonstrate aptitude in troubleshooting and complex problem solving

**_We are a proud Equal Opportunity Employer_