Senior Manager leading fulfillment operations at PopSockets, a digital - lifestyle company. Driving operational excellence and managing 3PL partnerships for business growth.
About the role
- Custody Operations Analyst providing operational support to relationship management staff in Wealth Management Operations. Managing closing requests and ensuring timely service in compliance with corporate policies.
Responsibilities
- Provide operational support to Fund Custody and Investment Advisor Services relationship management staff
- Manage closing requests and various other related administrative support functions
- Execute cash disbursements, delivery of assets, account valuations, documentation review and maintain account coding
- Ensure requests are completed timely, accurately and in compliance with standard policies
- Ensure customers receive quality service for all operational activities supported
Requirements
- Three years or more of related experience
- Bachelor's degree
- Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
- Ability to multitask and meet established deadlines in a dynamic work environment
- Exhibits analytical, problem-solving, decision-making, and organizational skills
- Exhibits customer relation skills, interpersonal, and verbal and written communication skills
- Understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
- Proficient in Microsoft Office applications, preferably Excel
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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