skillventory - A Leading Talent Research Firm

Analyst, TA Operations

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Jersey City • New Jersey • Rhode Island • United States

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Salary

💰 $66,000 - $125,000 per year

Job Level

SeniorLead

About the role

  • Review and process customer transactions and account inquiries including but not limited to escalations
  • Comply with all policies and procedures related to all aspects of TA Operations
  • Ensure quality standards are enforced, met and compliant with regulatory mandates
  • Ensure all key daily duties are performed timely and accurately
  • Collaborate with aligning business partners to develop and create written procedures
  • Ensure all procedures are updated to mitigate process risks
  • Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
  • Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs
  • Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups
  • Support and lead business initiatives and special projects
  • Liaise with others to implement corporate strategy
  • Cross train as needed
  • Other duties as assigned by management

Requirements

  • College Degree required and/or 7-10 years experience in Financial Service Operations
  • Strong knowledge of transfer agent operational processes, project management and SEC regulations; Tax knowledge and experience a plus
  • Effective written, verbal and listening skills
  • Strong problem solving and decision-making skills
  • Proficient in Microsoft office Word, Excel and other basic knowledge of other products within suite
Benefits
  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
transfer agent operational processesproject managementSEC regulationstax knowledgeMicrosoft OfficeExcelWord
Soft Skills
effective written skillseffective verbal skillslistening skillsproblem solvingdecision-makingcollaborative mindsetinfluencing outcomes
Certifications
College Degree