What are the responsibilities and job description for the Operations Processor position at Axelon Services Corporation?
Operations Processor
King of Prussia, PA
10 Month Contract
Could go temp to perm (but not guaranteed, to be determined)
Hours : Flexible 8 : 00 - 5 : 00
Pay : 32.34 / hr, W 2
Remote or Onsite : Hybrid
Ideal start date : ASAP
As the Operations Processer, you will play a vital role in processing transactions for our Wealth Global Business team
You will be part of a company committed to enhancing the health, wealth, and careers of the clients we serve and their employees and will work for a company equally invested in the development of our own people
You can rest assured a high value is placed on diversity and we work to foster understanding, inclusion, and innovation in the workplace
You will be doing meaningful, challenging work, and can look forward to a career with many opportunities to learn, grow, and advance
What is in it for you?
A company with a strong brand and strong results to match, and are committed to making a difference in the lives of people
A culture of belonging, innovation, collaboration, internal mobility, and extraordinary career opportunities through our four businesses
Employee Resource Groups which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations
We will count on you to :
Subscription Agreements partnering with the existing Operations team members to pre-fill subscription agreements for clients related to various alternative and separately managed investments
Capital Call Preparation Activities manage capital calls by researching the various calls that are received and preparing the trades that will need to be placed on behalf of clients to meet their private equity or hedge fund capital calls. Existing members of the team would then 4 eyes check the work and place the trades with the appropriate custodians.
Beginning of day daily reconciliation. Perform tasks to review CRIMs data loads to ensure all of the prior day s data has been loaded into CRIMs successfully
Help support the setup of new clients in CRIMs
Project : Help manage the migration of sensitive client data to secured shared drives
Project : Organize and load all Legacy Alternative investments into CRIMs. This work will require access to Investment Metrics which is a function that is performed by the team supporting Jim Guilfoyle today
New Operating Environment : Support the documentation and then implementation of our process of setting up and maintaining colleague and client access to the new external portal. In addition, perform the same function related to setup of colleagues access to the new Internal Portal.
New Operating Environment : Detailed process and procedure must be completed related to the collecting of bank information from clients and then the appropriate handling / processing of that information. This is a duty that should be separated from the daily trading activities that are performed by other Ops colleagues.
What you need to have :
Minimum 1 year of related experience
Good verbal written and communications skills; ability to articulate clearly and effectively within a collaborative team environment
Tech savvy ability to learn and navigate between multiple platforms quickly
Attention to detail to ensure accuracy
Proficient in Excel and working knowledge of the MS Office suite
What makes you stand out :
Undergraduate degree or equivalent combination of training and experience
Experience in operations processing
