Analyst participating in operational team at Axos Clearing. Supporting clients by performing diverse tasks in a professional environment.
About the role
- Managed Services Operations Analyst for SS&C providing operational services to managed clients through financial data management. Involves teamwork and client interaction in a hybrid work setting.
Responsibilities
- Input and maintain financial and accounting data in InnoTrust per the responsibilities defined for the Managed Service Client.
- Interact on daily processes amongst the team.
- Adhere to daily, monthly, quarterly, and annual procedures for processes within Managed Services.
- Ensure that financial transactions are balanced and documented according to policies and procedures.
- Processing, review and oversight of cash and security activity, including trade settlement, corporate actions, cash movement and shadow posting.
- Meet and ensure daily deadlines are met for processing and reconciliation.
- Interact on operational activity with each Client.
- Identify and work with client for reconciliation outages.
- Research, document, and handle client reported issues, provide user support to Clients and log Clients requests for services as needed to a timely resolution.
- Build, maintain, and foster positive and growing relationship with Clients.
- Work closely with Client Relationship Team to understand issues and assist in resolution.
- Demonstrate relentless focus on accurate and timely processing.
- Understand Client issues and concerns and escalate as appropriate.
- Build, maintain, and foster positive and growing relationships with all departments of SS&C | Innovest, and with vendors.
- Demonstrate focus on client operational needs.
- Communicate effectively and professionally.
- Actively manage assigned work and assist with assigned work of others as needed.
- Actively manage issues for resolution, assist teammates with issues or escalate as appropriate.
- Actively manage workload to support teammates.
- Take a proactive approach to learning, document and share lessons learned.
- Use established policies and procedures to process within guidelines and identify areas of improvement or efficiencies.
- Be a subject matter expert on team tasks.
Requirements
- Experience in a deadline driven, operational environment.
- Superior customer service skills.
- Excellent analytical/problem solving capabilities.
- Experience learning new processes and systems quickly.
- Experience working with minimal supervision in a team environment.
- Experience writing, understanding and applying document processes.
- Experience creating and following a prioritized workload and maintain organization.
- Excellent verbal and written communication skills.
- Excellent computer skills, including Word, Excel, and Outlook.
- Experience with security processing
- Experience and understanding of publicly traded securities
- Experience with cash processing
- Experience and understanding of funds movement processes and deadlines
- Understanding of Trust Operations, Financial Markets, Securities Industry, Retirement Industry, Charitable Giving and Banking (preferred).
- Experience using InnoTrust in a Managed Services capacity (preferred).
- Experience with Black Diamond (preferred).
- Experience with Advent ACD (preferred).
- Experience with shadow posting (preferred).
- SQL knowledge (preferred)
Benefits
- Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Extra Perks: Discounts on fitness clubs, travel and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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