Senior Operations Professional
Core
Independently process, reconcile, and balance financial products while resolving transaction issues and ensuring compliance with industry regulations.
Role type
Senior Operations Professional (Financial Services)
Builds
Transaction processing and operational support for financial products
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
transaction processing, reconciliation, issue resolution, regulatory compliance, computer application proficiency, multi-priority management, attention to detail
Preferred skills
financial services industry experience, complex issue communication
Technologies
COLA, BETA, Thomson One, Online File Manager, DocX
Responsibilities
Process and balance assigned products accurately and timely; research and resolve internal/external business partner issues; implement process improvements; handle wealth management escalations with tax corrections
Seniority
Junior to Mid-level, hands-on IC