GWIM Sr Operations Analyst – Problem Resolution SME

$46,000 - $82,000 yearly
  • The Resume Review - Recruiting Department
  • Jacksonville, FL, USA
  • May 26, 2022
Full time Accounting Finance

Job Description

Job description
Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates.
 
 
Required Skills & Experience:
  • At least 1 year of experience in tax reporting statements and cost basis processing
  • Must be familiar with 1099-B's and tax reporting statements
  • Proficient in Excel- Basic & Complex formulas
 
Desired Skills & Experience:
  • Experience within Wealth Management Operations
 
Enterprise Role Overview:
Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing.
Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates.
This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.