- 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
- Bachelors degree in business, finance, or related field required
- 0-3 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
- Excellent computer skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems
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Operations Specialist - Berwyn, United States - Archer
Description
About Archer:
Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs.
With Archers 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
Position Requirements/ Desired Skills:
