Job Title: Ops Specialist-CA Income (BOS)
Number of Positions: 1
Job Location: 50, Post Office Square, Boston, Massachusetts, United States of America, 02210
Job Start Date: 10/28/24
Job End Date: 2/28/25
Pay Rate: $24/hr
Job Description:
- In office Tuesday/Wednesday/Thursday, WFH Monday and Friday
- 4 months with the potential of extension or a full-time position
The Ops Specialist-CA Income is responsible for the global processing, balancing, and reconciling of custody positions related to dividend interest payments. Activities include instruction receipt and authentication, entry instruction and verification (dual controls).
- Collects global client's dividend and interest income payments.
- Verifies information by validating payment advice received from local market against client receivable.
- Attempts resolution of client entitlement issues internally.
- Makes decisions to repair or contact sub-custodian or depository for resolution; escalates issues to manager when necessary.
- Communicates professionally and constructively to effectively resolve issues in order to minimize risk and exposure.
- Generates custody/operations related systems reports in support of daily, weekly, and monthly management reporting.
- Repairs and resolves discrepancies in a timely and accurate manner while keeping the client informed.
- Identifies trends in payment repair including event level, sub-custody level, and/or market level repairs.
- Contributes to Division/Firm process improvement activities through improvement of STP (straight-through processing).
- Acquires and maintains knowledge of Division goals and business objectives; performs activities that support these goals.
- Acquires understanding of the full scope of Division and how specific functions impact the firm.
- Repairs and resolves discrepancies that impact client servicing in a timely and accurate manner.
- Assists in activities that support the measurement of Client Service Standards.
- Communicates professionally and constructively to effectively resolve all repairs with client payments in a timely and accurate manner.
Requirements:
- BA/BS degree or equivalent work experience.
- Demonstrated PC skills.
- Ability to identify, escalate, and resolve problems.
- Ability to communicate professionally through effective verbal and written skills.
- Ability to manage time efficiently and effectively; organizational skills and detail-oriented; ability to multi-task; ability to work in a team environment.
- Ability to meet deadlines and work under pressure.
- Effectively utilizes internal systems to support client servicing deliverables; computer literate - MS Suite of products - Excel, PowerPoint, Word; internet knowledge.
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