Alternative Investment Services Bank Loans Operations, Officer
State Street
full-time
Posted on:
Location Type: Office
Location: Quincy • Massachusetts • New Jersey • United States
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Salary
💰 $70,000 - $122,500 per year
About the role
- Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff
- Primary contact and key escalation point for operational issues, provide technical expertise to resolve daily problems
- Act as primary contact and escalation point for operational issues
- Manage and escalate issues related CoE’s and other Shared Services
- Manage production activities of Shared Service Associate I, II and Senior Associate
- Coordinate the implementation of new funds, systems and processes
- Assist with client conversions and other client projects
- Organize Shared Service internal meetings, as needed, and compiles related documentation, assisting with the coordination and development of the agenda and may attend meetings to record notes and action items
- Identify and implement consistent operational best practices
- Assist with compliance/fiduciary reviews and audits
- Train, develop and motivate new staff, complete performance appraisals
- Provide coaching and development opportunities to staff, participate in individual on-going training and development
- Provide technical expertise to resolve daily problems
- Serve on committees. Help define and implement new company initiatives
- During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
- Other duties as assigned
Requirements
- Equivalent to a BS degree in Finance, Business or related field
- At least 5 years of related Custody and/or Fund Accounting experience, part of which must have been in a management or supervisory capacity
Benefits
- our retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
- eligibility for certain tax advantaged savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
fund accountingcustodycompliance reviewsfiduciary reviewsperformance appraisalsoperational best practicesclient conversionstechnical expertisemanagementsupervisory capacity
Soft Skills
team managementproblem solvingcoachingdevelopment opportunitiesorganizational skillscommunicationmotivationdocumentationmeeting coordinationinitiative implementation
Certifications
BS degree in FinanceBS degree in Business