Operations Job Description
Operations Duties & Responsibilities
To write an effective operations job description, begin by listing detailed duties, responsibilities and expectations. We have included operations job description templates that you can modify and use.
Sample responsibilities for this position include:
Operations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Operations
List any licenses or certifications required by the position: ITIL, KYC, AML, YMCA, CPR, MRPT, PMP, TLS/SSL, CFC, US
Education for Operations
Typically a job would require a certain level of education.
Employers hiring for the operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Engineering, Business, Finance, Education, Accounting, Computer Science, Management, Technical, Economics, Business/Administration
Skills for Operations
Desired skills for operations include:
Desired experience for operations includes:
Operations Examples
Operations Job Description
- Providing administrative support and being a central point of contact for managers with regards to invoice processing, central inbox management, document storage and technology upgrades
- Taking ownership for offboarding audit reports, business continuity planning, cab charges and daily menu order
- Maintaining monthly training reports, SharePoint site and distribution lists
- Assisting with any reporting needed expenses
- Establishing and maintaining client and internal demand deposit accounts on the Asia DDA Platform and providing core cash transaction processing, clearing, liquidity management and trade services for both Australia & New Zealand Branches
- Processing cash transactions across DDA platform for clients based in Australia & New Zealand
- The successful implementation of all Treasury Services system and operational related changes and projects from a local, regional and global perspective
- Reviewing and assessing operational controls to mitigate any risks and complete all necessary control checks and management reporting
- Complete the monthly RAMP report for In-Country Operations and liaise with Regional OCM on responses
- Complete the bi-annual RCSA report for In-Country Operations and liaise with Risk on responses
- Multiple years' experience managing employees
- MBA and consulting experience a plus
- Ability to inspire other to follow your lead
- Strong vision for execution of processes and change management
- A minimum of two years’ experience working in a process driven environment, preferably in financial or professional services
- Proven ability to communicate at all levels and maintain strict confidentiality
Operations Job Description
- Provide coverage of the Verifier function when staff are on planned/unplanned leave
- Obtain, collate and analyze information to identify gaps, assess business and customer impacts, and assist in identifying solution and implementing them to enhance the control environment
- Ensure local operations, MBM and Solutions Centre are trained across all changes and that SOP’s are completed and signed off prior to implementation of these changes
- Review stat’s and manage any remediation action to increase efficiencies by liaising with Client Service, Technology Teams and Operations (locally and MBM)
- Ensure all local and regional periodical and adhoc reporting requests are completed on time and accurately
- Monitor the reconciliations performed by the Hub daily, and ensure breaks are cleared next day or appropriate investigation is being carried out and commentary noted on regional email
- Liaising with key stakeholders including Product, Service, PMO, Treasury, Escrow and our regional colleagues in TS
- Act as a technical subject matter expert for payment platform related issues, operation efficiency requests and managing Tickets raised fro Tech Incidents
- Working closely with our partners in Manila/Mumbai/ Bangalore to maintain effective communication across the processing Hubs and ensuring SOP’s and controls are up to date and familiar to all teams
- Supporting management’s goals and strategies by taking initiative, engaging others and expressing solutions to operation related issues
- Initiative, reliable and willing to work hard under pressure
- Professional telephone manner, good communication and interpersonal skills
- You will possess strong knowledge of TCP/IP protocols, particularly TCP and IP themselves, HTTP and DNS
- You should also feel comfortable with system administration of Unix
- You should have an understand F5 BigIP and A10 Thunder Application Delivery Devices
- Have administrative competence in at least one major programming language or platform (for example, Perl, Powershell, or C# )
Operations Job Description
- Define monitoring and control procedures, communicate risk reporting to management and work to realign resources to the changing risk profile of the firm
- Back up for the team manager as an escalation and approver
- Represent Operations on the NZ AML/CTF Forum and provide monthly MIS and commentary
- SME for complex investigations related to TS, IB, CB or Investor Services clients
- Provide ad hoc MIS to TS partners regionally
- Respond to Product/Sales queries related to AU & NZ operational capabilities and provide solutions for client specific requests
- Liaise with Compliance and Risk on regulatory and procedural requirements, and/or changes
- Work closely with Product/Tech
- Trade team back up to the primary trade staff member
- Ensuring the quality and efficiency standards of the Group are in accordance with the highest standards of and best practice
- FDR system experience and proven decision making skills a plus
- Can communicate effectively with various user groups (developers, engineers) remote team members
- Can communicate effectively with various user groups, developers and engineers, remote team
- Strong understanding of security protocols, SSL/TLS, Kerberos
- Detect control problems at an early stage and ensure that appropriate measures are taken without delay when quality and efficiency standards are not met
- Monitor measures that readily identify excessive operational risk
Operations Job Description
- Tackle with ad hoc requests or inquiries related to account opening and AML CIP requirements
- Cash Equity trade booking and settlement
- Stock Loan process
- Listed Derivative process
- Money-market reconciliation
- Portfolio transfers
- Sales approval requests
- Working w/ derivatives team on various initiatives
- Longer term project work – automation, enhanced reporting, controls, enterprise data management
- Lead / participate in organization’s initiatives ( process improvements
- Minimum 5 years in banking, cash operations, reconciliations or processing
- Must have experience in and an understanding of International SWIFT messages and Domestic Cash products
- Minimum 6 years experience in a verification role awareness of the risk and control requirements in an operational environment
- Proven ability to manage workflow & meet intraday deadlines
- Systems experience on LVB (direct entry) and MTS (RTGS) is desirable
- Ability to lead across theatres
Operations Job Description
- Works closely with the Sales team to ensure that client needs and customer policies are being met on a regular basis
- Establishes and adjusts work procedures and unit/site staffing to meet schedules, using knowledge of capacities of personnel and equipment
- Developing strong relationships with key Business Units (including Proprietary traders, Sales Traders, Stock Lending, GCM , Legal & Compliance etc) to deliver quality service and solutions to their evolving business requirements
- Mid-year review process & Year end evaluations
- Process routine activities within a parameter, including verifying documents for completeness
- Make accurate computer entries based on information received in the application
- Follow up on paperwork when an application is received "Not in Good Order"
- Research and analysis of existing account opening and Documentation processes
- Analyzing key operational flows and impact to Possession and Control Reserve Calculations
- Responsible for P&L of the Field Service Operations Center
- Previous Department Manager experience
- Debit/Credit Card Chargeback experience preferred
- 5 years of experience in a leadership position demonstrating the ability to analyze equipment maintenance related problems (electro-mechanical, HVAC, Automation and Control )
- BS degree in finance, economics, accounting, or relevant analytical major
- 5+ years of financial services experience, preferably in a fixed income trade operations/processing capacity
- Proven issue resolution skills