Operations Analyst

Operations Analyst

The Operations Analyst is responsible for executing on all aspects of the back?office operational and technological functions of the business. This position will work closely with the Operations, Compliance and Technology team. The Operations Analyst will engage with team members to create an exceptional experience for the Wealth Management team and clients.

Responsibilities

• Supports the Operations Manager in managing third-party relationships (consultants, custodians, technology providers, and other vendors) to meet team and client needs
• Executes back-office operations, including data management, trade settlement and reconciliation, custodian activities, and reporting, while delivering an exceptional client experience
• Analyzes and implement process and control improvements to enhance operational efficiency, leveraging technology to streamline internal processes
• Serves as a backup for Operations and Compliance roles and actively participates in project teams by providing input and implementation support
• Organizes, maintains, and audits data, records, and documents; accurately enters data and generates reports; updates process instructions to ensure operational standardization
• Collaborates across teams to improve firm processes and client experience, while maintaining strict confidentiality of client and firm information
• Demonstrate awareness and adherence to firm policies and procedures

People Management / Relationships

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Knowledge, Skills, and / or Ability

Education, Experience and Certifications

Essential Functions

Salary Range : $55,000 - $65,000