Advisory COO Office (Middle Office) Operations Specialist
Core
Validate data, maintain accurate records, and update databases/documentation for the Advisory COO Middle Office team.
Role type
Operations Specialist (Middle Office)
Builds
Operational execution and Joint Business Relationship (JBR) process completion
Domain
Professional Services / Advisory / Middle Office Operations
Deliverable
dashboards & analysis
Required skills
Data validation, record management, issue identification, stakeholder communication, process adherence, Salesforce monitoring, JBR documentation coordination
Preferred skills
SAP familiarity, Business Administration/Management/Finance/Economics degree background
Responsibilities
Validate data and maintain accurate records; Identify errors or gaps and escalate for resolution; Support administrative work and documentation management; Coordinate JBR requests and track query statuses; Collect and organize JBR documentation including business inputs and approvals; Monitor Salesforce records and follow up on inputs; Suggest practical improvements to workflows and controls