CareerPlan

Bank Loans, Officer

Quincy, MA, USFull-time$70k–$123k2026-10-24 → 2026-11-09

Core

Manage a functional team and daily service delivery for Shared Services, focusing on Custody and Fund Accounting operations.

Role type

Senior IC Operations Manager (Custody/Fund Accounting)

Builds

Daily production activities and operational best practices for institutional investors

Domain

Financial Services / Custody & Fund Accounting

Required skills

Team management, Operational function knowledge (Custody/Fund Accounting), Compliance/Fiduciary review, Audit coordination, Staff training and development, Technical problem resolution, Client relationship management

Preferred skills

Securities language and legal requirements knowledge, Computer proficiency, Committee service

Technologies

Various software applications

Responsibilities

Manage daily service delivery and production activities, Act as primary escalation point for operational issues, Coordinate implementation of new funds and systems, Assist with compliance/fiduciary reviews and audits, Train and develop new staff, Identify and report suspicious transaction activity

Seniority

Senior, hands-on IC with management responsibilities