Operations Processing Job Description
Operations processing
provides education of staff accounting for Fixed Income assets to include maintaining current working knowledge of regulatory changes – assisting Investments Controllership with accounting and reporting changes.
Operations Processing Duties & Responsibilities
To write an effective operations processing job description, begin by listing detailed duties, responsibilities and expectations. We have included operations processing job description templates that you can modify and use.
Sample responsibilities for this position include:
Open new advisory accounts, update existing advisory accounts, and terminate advisory accounts, in all systems used for the advisory platform, including eQuest, Beta, Vestmark, APL, and Advent
Work with new FA’s to onboard their advisory accounts in a timely and accurate manner
Process various daily, weekly, and quarterly exception reports
Involvement in industry initiatives, calls, and meetings
May be responsible for the orientation and paperwork of all department employees
May order materials/supplies needed for the department
Functions as the department liaison with outside vendors
Direct process / product improvement programs and provide process method excellence throughout the organization
Be responsible for meeting all established cost, quality, and delivery commitments
Report required and requested information to the parties concerned (account teams, finance, vendors, dealers)
Operations Processing Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Operations Processing
List any licenses or certifications required by the position: CITF, CDCS, CRCST, ASCP, CST, CPD, GB, M1, IAHCSMM
Education for Operations Processing
Typically a job would require a certain level of education.
Employers hiring for the operations processing job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Accounting, Education, Associates, General Education, Technical, Science, Management, Statistics
Skills for Operations Processing
Desired skills for operations processing include:
MS Office applications
Understand how to navigate through web-based applications
AML/Financial Crime red flags
Risks
Investigation processes and reporting requirements
Guidelines and loan programs
Accounting principles
Derivatives
Fixed income
Forex
Desired experience for operations processing includes:
Develop necessary business plans to enhance all program requirements
Structure assigned organization and staff positions with personnel to accomplish business objectives
Minimum of 5 additional years of experience in Operation Management
Make decisions involving issues that may impact company financials, and making recommendations based upon interpreting policies, procedures, and regulations
Previous experience in a Banking environment is a plus
Other duties as assigned • Function as a backup to all IP staff positions as needed
Operations Processing Examples
1
Operations Processing Job Description
Job Description Example
Our company is looking to fill the role of operations processing. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for operations processing
- Manages daily operational activities and provides leadership for an established team dedicated to Payment Processing Exceptions
- Provides overall leadership and management to the Advisory Account Processing group
- Identifies and appropriately diagnoses both routine and disciplinary personnel issues at their onset and escalates to leadership when appropriate
- Responsible for decisions pertaining to workloads, staffing needs, associate reviews and department policies and procedures
- Responsible for ensuring timely and accurate processing of all accounts being converted to advisory, terminating from advisory, or being updated as a result of a change to an existing advisory election
- Manage and direct assigned personnel in the effective and accurate performance of the functions within the department to provide consistent, quality service and help minimize risk
- In conjunction with senior management, develop, recommend, and execute business plans for department
- Serve as a principal source for decision making, using business knowledge and exercising proper judgment
- Responsible for day to day Safety, Quality, Delivery, Cost Leadership throughout the Fair Lawn Chemical Processing and Distillation processes
- Owns and reviews Value Stream Key Performance Indicators (KPI) during daily management meetings
Qualifications for operations processing
- MS Project and Visio knowledge is preferable but not essential
- Candidate should have extensive background in banking or payments processing
- High school diploma or GED and five years banking experience required of which three years’ experience must be in a leadership role (i.e., team leader, supervisor, manager)
- Individual must have strong PC skills and excellent written and oral communications skills
- Strong organizational and time management skills are a must with the ability to multi-task
- Working on multiple complex record keeping systems while adhering to set procedures and abiding to all regulatory/legal norms
2
Operations Processing Job Description
Job Description Example
Our growing company is looking to fill the role of operations processing. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for operations processing
- Reconciles trades entered into order management systems to trades received by trade processing system
- Manages trading of daily cash flows with investment companies including trade confirmation oversight
- Coordinates raising cash activities for fund portfolios for expense payments such as management fees
- Coordinates reallocation events ensuring portfolios meet specified target allocations
- Utilizes vaious resources to provide cash projections to clients and customers
- Ensures systemic feeds and manuals adjustments are accounted for accurately to ensure timely cash projections reporting
- Communicates professionally and constructively to ensure proper trade entry and accountability in order to minimize risk and exposure
- Contributes to and maintains a high level of teamwork with Trade Processing
- Handle inquiries from Global clients and work towards their effective resolution
- Handle varied inquiry types like UTA, BCNR, Amendment, Recall as per Standard operating procedures
Qualifications for operations processing
- Mi Minimum of 1 to 3 years of mortgage experience or experience in a related field
- Proficiency in mortgage strategies
- Ability to plan and organize projects
- Must possess good judgment, leadership and business skills
- Ability to be a creative, flexible and innovative team player
- Series 7 is required upon hire
3
Operations Processing Job Description
Job Description Example
Our growing company is looking to fill the role of operations processing. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for operations processing
- Drafting and Affirmation of Trades and Legal confirmations
- Understand legal aspects relating to confirmations
- File matured deals
- Administer a pipeline of loans
- Open new advisory accounts, update existing advisory accounts, and terminate advisory accounts, in all systems used for the advisory platform
- Serve as a resource for the team by understanding and communicating solutions to complex tasks
- Thorough understanding of all processes in order to assist in training associates new to the department
- Lead by example by modeling the behavior and attitudes expected by the team
- Prepares mail for imaging system
- Scans documents into imaging system
Qualifications for operations processing
- The ability to clearly communicate in verbal, non-verbal, and written forms to clearly articulate thoughts
- Communication Skills-The ability to clearly communicate in verbal, non-verbal, and written forms to clearly articulate thoughts
- Minimum of 5 years FPA or accounting experience
- Good ability to develop long term strategic plans
- Good accounting experience with very good technical knowledge
- Good ability to influence at all levels of the organization
4
Operations Processing Job Description
Job Description Example
Our company is hiring for an operations processing. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for operations processing
- Searches credentials thoroughly and accurately, matching them with records in Banner
- Organizes documents as received for quick retrieval
- Maintains an organized filing system for documents
- Links documents to Banner and updates records as appropriate
- Assists with other cyclical admissions processes and projects as needed
- Ability to envision and implement strategic initiatives both within Processing Operations and across business units (BOSS, sales, legal )
- Review, interpret, and process shareholder requesting within the department cycle time
- Effectively utilize telephone skills and knowledge of SBO policies/procedures to communicate and problem-solve w/internal and external clients
- Develop and maintain a comprehensive knowledge of department policies, procedures and systems such as BETA, WAVE, and AWD
- Contact other financial institutions to resolve problems and provide additional information
Qualifications for operations processing
- Ability to partner and engage with Agriculture Division and Processing Division staffs
- Good team player with strong interpersonal and influencing skills
- Bachelor Degree in Business or Finance/Accounting
- 5 plus years of management accounting, financial planning and analysis experience
- Experience in start-ups is a plus
- Experience working an organization that adapted successfully through structural / organizational changes
5
Operations Processing Job Description
Job Description Example
Our innovative and growing company is hiring for an operations processing. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for operations processing
- Must be willing to work from 11AM to 8PM daily for regular scheduled work hours
- Must be willing to stay past scheduled work hours in case of emergency in order to ensure payment files meet bank cut-off deadlines
- Calculate and review pension benefits for plan participants
- Excellent logical reasoning and analytical thinking
- US Defined Benefits knowledge is preferred
- Minimum 2 years of experience in a research and resolution process/ pension or insurance/underwriting services or related financial process experience is mandatory
Qualifications for operations processing
- Ability to build strong relationships internal and external relationships with Broker Partners, Operations, Sales and Management
- Associate will be responsible for accurate and timely calculation of pension of low to high complex work
- Associate must learn and process financial transactions on client database
- Work closely with upstream and downstream processes for the overall service to the end client / participant
- Send out projection calculation of retirement benefits and forms to participants on request
- Processes final calculation once the participant/ beneficiary decide to commence his/her benefits and the forms are processed by retirement initiation team