Operations Specialist - Berwyn, United States - Archer

Archer

Verified Company

Berwyn, United States

3 weeks 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 providing middle and back-office support for our clients.

The Operations Specialist role is primarily responsible for transaction processing, new account onboarding, reconciliation, and providing exceptional client service. This position is a hybrid position in 3 days a week.

What you'll be doing:

Establish new accounts and process account maintenance items
Investigate and resolve all cash and position exceptions across accounts
Validate and process cash transactions in client accounts
Execute daily control tasks
Validate New Accounts, Account Maintenance Transactions and Cash Flows to ensure accuracy
Identify and resolve issues with custodians, banks, and brokers
Respond to various requests from intermediaries in a timely and professional manner
Participate in department projects as needed

Position Requirements/Desired Skills:

Bachelor's degree in business, finance, or related field preferred
05 years experience in a related capacity
Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
Strong verbal and written communication skills required
Strong problemsolving skills and attention to detail
Team player with a positive attitude who can effectively train and supervise others
Selfstarter attitude
Ability to adapt to change in a dynamic environment
Hustle, require

**_We are a proud Equal Opportunity Employer_