What are the responsibilities and job description for the Operations Specialist (Level III) position at TALENT Software Services?
Job Description: Sr. Operations Representative
Required Skills:
- Provide timely and accurate trade handling for Private Bank trades by external money managers.
- Proactively work with other business groups to ensure all exceptions and corrections are handled appropriately.
- The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
- Ensure all trades are posted in the correct account by settlement date.
- Communicate with external managers to resolve issues timely.
- Team members are located in Jacksonville, FL, Dallas, TX, Boston, MA and Charlotte, NC.
- Looking for candidates in Jacksonville, FL.
- Excel, Word, Outlook Proficiency
- Strong Written Skills
- Strong Verbal Skills
- Ability to learn from training done both in person and virtually
- Works well with others / in a team environment
- Ability to Multitask
- Receptive to Feedback
- Dedication to work
Required Skills:
- Excel, Word, Outlook Proficiency, Strong Written Skills, Strong Verbal Skills.
- Ability to learn from training done both in person and virtually
