обновлено 5 дней назад
Operations Analyst Senior - Wealth Management
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Operations Analyst Senior - Wealth Management (Financial Operations): Executing and reviewing routine and complex wealth-management transactions with an accent on accuracy, compliance, customer solutions, and risk mitigation. Focus on resolving exceptions, improving operational processes, supporting complex escalations, and ensuring transaction documentation meets established standards.
Location: On-site in Pittsburgh, Pennsylvania, at the Tower at Plaza
Company
is a financial services company providing banking and wealth-management products and services.
What you will do
- Execute routine and complex transactions and operational processes across specialized products or functional areas.
- Identify exceptions, escalate complex transactions, and coordinate with internal service partners and external customers.
- Prepare and verify documentation, materials, and transaction details for completeness, accuracy, compliance, and service-level requirements.
- Advise internal and external customers and recommend improvements to existing processes.
- Contribute to process-improvement and risk-mitigation initiatives and support training and onboarding of new hires.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Associate degree or equivalent education and experience; a comparable combination of education, certifications, and experience may be considered.
- Accuracy and attention to detail, problem-solving, communication, and ability to manage multiple priorities.
- Knowledge of operational functions, process management, products and services, and standard operating procedures.
- Employment visa sponsorship and STEM OPT participation are not provided.
Culture & Benefits
- In-office workplace with an inclusive and supportive culture.
- Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
- Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
- Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, dependent-care support, and adoption, surrogacy, and doula reimbursement.
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