Demo

Operations Processor

Jobility Talent Solutions
King of Prussia, PA Full Time
POSTED ON 3/22/2025
AVAILABLE BEFORE 4/17/2025

Job Requirements

  • 1 year of experience in related field
  • Excellent verbal, written and communication skills
  • Tech-savviness with ability to learn new platforms quickly
  • Meticulous attention to detail
  • Proficiency in Excel and Microsoft Office suite

Desirable Qualifications

  • Undergraduate degree or equivalent combination of training and experience
  • Experience in operations processing

Key Responsibilities

  • Partner with Operations team to pre-fill subscription agreements for clients
  • Manage capital calls by researching and preparing trades for clients
  • Perform daily reconciliation and review CRIMs data loads
  • Support setup of new clients in CRIMs
  • Lead migration of sensitive client data to secured shared drives
  • Organize and load Legacy Client Alternative investments into CRIMs
  • Implement process for setting up colleague and client access to external portal
  • Detailed process development for collecting bank information from clients

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