Lead Operations Specialist overseeing cash management tasks across Fort Mill, Tempe, and San Diego locations. Responsible for coordinating workflows and handling escalated issues in the department.
Responsibilities
Responsible for coordinating and supervising department workflow and handling escalated issues for both retirement and Non-retirement accounts
Daily review of client accounts and external requests for high dollar wires, checks, journals, and ACH transactions
Identifying risk and assuring audit controls
Daily monitoring and training of offshore and onshore staff to assure adherence to procedures and SLA's
Working closely with all team members to ensure they are meeting designated goals
Directly support management for the department and organizational level initiatives
Requirements
3+ years of Operations experience in the brokerage or financial services industry
Knowledge of move money transactions
Ability to influence without authority
self-directed
Adaptability to change with work processes and work in grey area
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