Specialist, Operations Job Description
Specialist, operations
provides training on Sunapsis and UA International to new users that covers best business practices, system functionality, and processes.
Specialist, Operations Duties & Responsibilities
To write an effective specialist, operations job description, begin by listing detailed duties, responsibilities and expectations. We have included specialist, operations job description templates that you can modify and use.
Sample responsibilities for this position include:
Ensure effective integration of any new and/or ongoing footwear process changes within product creation
Support of client service associates and operational personnel
Notating all activities on the account
Submitting accurate forms for final processing to service center
Managing client relationships on a day-to-day basis
Providing service to internal external clients
Coordinate the yearly RCSA (risk and control self-assessment), capture updates from the line teams, review and analyze the control assessment and work with teams to implement remediation actions
Assist in internal and external audits to discuss potential findings, contribute to finalizing audit report as needed
Analyze incidents to determine root cause, control break downs, impact and preventative actions are properly captured
Propose improvements to the processes and provide guidance to line teams on the incident management process
Specialist, Operations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Specialist, Operations
List any licenses or certifications required by the position: ITIL, CDCS, TSA-STA, MRPT, PMP, IAT, AED, CPR, ISO, V3
Education for Specialist, Operations
Typically a job would require a certain level of education.
Employers hiring for the specialist, operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Finance, Engineering, Accounting, Management, Military, Business/Administration, Associates, Science
Skills for Specialist, Operations
Desired skills for specialist, operations include:
SOPs/related check points
Excel
Word
PowerPoint
MS Access
System applications pertaining to the job keeping a level of proficiency on system enhancements
Various aspects of International Payment Processing Operations
SWIFT & international payment conventions & practices is preferable
Manual testing
Standard business practices and principles
Desired experience for specialist, operations includes:
Some footwear or apparel operations experience required
Dynamic self-starter with the ability to work independently be a solid team player
Assist with the supervision and creation of the monthly risk pack and other metrics relevant to management in order to provide transparency to stakeholders on the OTCDCC risk and control environment
Monitor exception remediation plans
Address ad-hoc risk & projects related questions/inquiries from the line
Listed Derivatives or OTC Clearing experience
Specialist, Operations Examples
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Specialist, Operations Job Description
Job Description Example
Our company is hiring for a specialist, operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for specialist, operations
- Run end of day pricing reports and lock downs
- Review positions with client
- Run end of day management reports
- Run end of day processes for client databases
- Perform all billing & invoicing
- Support the High Net Work Lending Operations team for Securities Based Lending business for Portfolio Loan Accounts
- Be responsible for onboarding, origination, booking, and maintenance of the Portfolio Loan Account product
- Review client collateral accounts and update client loan information into the loan system
- Review and scan loan documentation to make available for client use
- Engage with client communication for any account information and changes
Qualifications for specialist, operations
- Excellent ability to work as a team player
- Utility player mentality & aptitude - willing to perform any assigned task, adaptable to and able to process new information quickly
- Ability to prioritize and manage multiple simultaneous projects and tasks
- Proficient in data entry, access database, and document review
- Ability to handle a large volume of submissions
- Support the Risk & Control reporting and Data Governance agenda
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Specialist, Operations Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of specialist, operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for specialist, operations
- Systematic improvement of knowledge and work parameters (statistics)
- Adhere to a lending culture that is consistent with credit union’s short-term and long-term strategic initiatives
- Ensure all loans grades are updated accurately and timely, in accordance to newly issued internal and external loan reviews
- Thoroughly investigate and any payment and/or loan posting irregularities detected during daily tasks
- Act as a primary liaison to numerous departments within the credit union, including, but not limited to finance and accounting
- Coordinating portfolio and cash activity with various prime brokers/custodian
- Trade entries into order management system
- Acting as a liaison with front office, prime brokers, and the fund administrator
- Confirmation of all trades with counterparties on a daily basis and ensuring timely amendments
- Reviewing, researching, and resolving various books & records reconciliations daily
Qualifications for specialist, operations
- Ability to discuss and implement loan boarding, tracking, and reporting processes
- General understanding of accounting-related topics that impact loan portfolios
- Comprehensive understanding of safe and sound credit underwriting and administration practices and procedures
- Working knowledge of related financial mathematical concepts
- Ability to organize projects, and effectively allocate limited resources
- Counterparty credit exposure reporting
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Specialist, Operations Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of specialist, operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for specialist, operations
- Maintenance of daily reporting to support outstanding unsigned confirmation escalations
- Ensuring trade communication and settlements of all trades
- Addresses potential re-training concerns and coordinates available resource for “train the trainer” opportunities or requests assistance with training
- Reconcile cash, trade & positions between Geneva System and prime brokers on a daily basis
- Monthly profit and loss reconciliation between Geneva system and prime broker
- Assist with all aspects of month end close, booking accruals, preparing allocations
- Mailing information in response to requests
- Referring to caller in the event of problems or concerns
- Submitting member name, address, and quick overview of member necessities
- Ensure the integrity of all portfolio accounting data
Qualifications for specialist, operations
- 2+ years of previous experience with Foreign Exchange within the Financial Services industry
- An understanding of Fixed Income products would be advantageous although not essential
- Minimal- Within U.S
- Working knowledge of Geneva System
- Financial services or mutual fund industry experience is a plus
- Located in Rockville, MD office
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Specialist, Operations Job Description
Job Description Example
Our company is hiring for a specialist, operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for specialist, operations
- Work directly with carrier representatives on lost package submissions
- Provide audits of carrier invoices
- Provide weekly, and monthly reports as necessary surrounding billing amounts
- Keep Call Center records, documentation, reports and manuals maintained, enabling better communication and ultimate service improvement within the Call Center, Support Departments and Operation’s teams
- Provide support for all 641 audit reporting
- Maintain all call center reports surrounding price overrides, manual freight adjustments and other adjustment monitoring tools
- Ensure Subscription request are processed in timely manner
- Process special requests from other departments
- Communicate with advisors via email to ensure requests are processed correctly
- Reviews daily reports and other job functions as related to existing and client accounts
Qualifications for specialist, operations
- Interact with our clearing broker regarding brokerage matter(s)
- Research and resolve security trading discrepancies
- Calculate and process required minimum distributions for IRA clients
- Perform all types of account maintenance
- Associate's degree OR equivalent job related experience in the securities, brokerage, or banking industry
- Degree in Economics, Finance or Accounting
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Specialist, Operations Job Description
Job Description Example
Our company is hiring for a specialist, operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for specialist, operations
- Reconcile monthly cash and position data
- Research and resolve reconciliation exceptions
- Integrate task, equipment and personnel schedules within the team with cross-team and business planning products
- Facilitate compliant multinational interactions involving proprietary and export controlled material
- Provide technical advice on the use of site interface technologies and data sharing tools
- Administer engineering-specific, proprietary applications and tools
- Maintain engineering libraries and version control
- Coordinate export tagging and compliance auditing
- Manage team finances, analyze metrics and produce forecasts
- Create engineering and program presentations
Qualifications for specialist, operations
- 1+ year of relevant experience working with Equity Products
- Previous experience working in an Asset Management environment
- Up to a year of related experience
- Proven effective communication skills with customers and peers
- 3+ years of processing Corporate Actions at a Broker Dealer or bank
- Experience with Securities and Custody client services