Operations Support

12 month contract

Job Summary

The PBO Balance and Control team is an independent unit within the Private Banking Operations Department. This team plays a critical role in performing reconciliations, quality control, regulatory monitoring, and reporting. The team partners closely with operational teams such as Lending and Banking to identify open and aged exceptions, perform analysis, and prepare reports and dashboards. The role also supports internal and external audits and regulatory reporting, ensuring the accuracy and completeness of books and records, while managing risks related to client and firm relationships.

Key Responsibilities

• Report Preparation and Monitoring: Prepare, monitor, and distribute daily, weekly, and monthly reports on reconciliations and exceptions.
• Exception Management: Coordinate and manage reports and correspondence for items requiring remediation or escalation, ensuring timely resolution.
• Operational Coordination: Work closely with product lines (e.g., Lending, Banking) to ensure operational and procedural requirements are followed.
• Metrics and Key Performance Indicators: Prepare and distribute key performance metrics and status reports on a regular basis.
• Oversight of Offshore Teams: Oversee the control functions performed by offshore teams, ensuring accuracy and completeness in their work.
• Escalation Procedures: Ensure that escalation procedures are followed in a timely and efficient manner for all exceptions.
• Audit Support: Provide necessary data and support for both internal and external audits.
• Risk Management: Identify and address existing and potential risks, collaborating with other teams to mitigate or eliminate these risks.
  
  

Required Qualifications

• Intermediate proficiency with Microsoft Outlook, Word, and Excel.
• Ability to create, modify, and troubleshoot Excel Macros.
• Working knowledge of SharePoint for document management and collaboration.
• Proven problem resolution skills and a demonstrated ability to take initiative in resolving issues.
• Strong organizational and time management skills to thrive in a high-pressure, fast-paced environment.
• Excellent professional communication skills, both oral and written.
• Exceptional attention to detail in all aspects of work.
• Strong research, analytical, and mathematical skills for troubleshooting and reporting.
• Ability to prioritize tasks and effectively multi-task across competing deadlines.
• Creative thinking and problem-solving skills, including the ability to reengineer manual workflows and develop automation tools such as Macros.
  
  

Preferred Qualifications

• Experience with process automation tools (VBA, SQL) is strongly preferred.
• A background in securities-based lending is highly desirable.
• Bachelor's degree in business, economics, or a related field is preferred.
  
  

Soft Skills

• Strong attention to detail and accuracy, particularly when handling financial data.
• Ability to collaborate and work effectively with internal and external teams.
• Proactive and able to work independently with minimal supervision.
• Critical thinker with the ability to analyze complex issues and propose solutions.
• Strong interpersonal and communication skills, enabling effective interaction with senior leaders and other departments.
  
  

Education

• Bachelor’s degree in Busines, Economics, or a related field preferred
  
  

Skills: adaptability,sql,time management,analytical thinking,technical proficiency,excel macros,process optimization,customer service,microsoft excel,team collaboration,microsoft outlook,microsoft word,communication skills,automation tools,vba,sharepoint