What are the responsibilities and job description for the Operations Processor position at Rose International?
Required Education :
High school diploma or equivalent.
Required Experience :
We’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome here.
Wealth Global Business is seeking candidates for the following position based out of our King of Prussia office :
What can you expect?
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 : Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields.
Competitive pay, and full benefits package – effective starting Day 1! (Medical, dental, vision, STD / LTD, life insurance, generous 401(k) match, AND automatic contribution).
Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture.
Employee Resource Groups that 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 the setup of colleagues' access to the new Mercer Internal Portal.
New Operating Environment : Detailed processes and procedures 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 communication skills; ability to articulate clearly and effectively within a collaborative team environment.
Tech savvy – the 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.
Industry : Insurance
Estimated Start Date : ASAP
Only those lawfully authorized to work in the designated country associated with the position will be considered.
Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.
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