Operations Analyst

Responsibilities:  ·       Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.   ·       Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines.   ·       Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools.   ·       Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation.  ·       Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams.  ·       Contribute to ongoing efforts to streamline and improve processes.   ·       Maintaining all security procedures mandated by management to ensure safekeeping of critical client data.  ·       Work with external and internal stakeholders to ensure the production is timely and meet required quality standards.  ·       Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas.  ·       Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform.  ·       Monitor discrepancies and liaise with the onshore team.  ·       Internal and external client money & custody asset reconciliations.  ·       Process corporate action events and income distributions.  ·       Assist other staff with additional workload time allows.  Competencies:  ·       Strong communication skills.  ·       Strong analytical and quantitative skills.  ·       Attention to Detail.  ·       Methodical Problem-Solving Skills.  ·       Excellent Organization Skills (Email, Task Management, Follow-up).  ·       Self-Motivated.  ·       Goal Oriented.  ·       Team Player.  Requirements:  ·       3+ years of experience in the financial services industry.  ·       An understanding of the Financial Services marketplace that applies to Wealth Managers.  ·       Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities.  ·       Excellent organisation and time management skills.  ·       Ability to multi-task and prioritise effectively.  ·       Knowledge of investment instruments across all asset classes would be advantageous.  ·       Focuses on meeting commitments and delivering results to a high standard.  ·       Robust analytical and problem-solving skills with detail orientation and accuracy.  ·       Excellent computer & Excel skills.  ·       Demonstrate self-motivation in an independent, fast-paced work environment.