Operations Associate Financial Services Job at Randstad (Sydney)

Financial Operations Associate

The FOA will provide detailed accounting/bookkeeping support and work directly w...

Location

United States

Salary:

Not provided

Supporting Strategies

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance or related discipline required
At least five (5) years’ practical bookkeeping/accounting experience required
Must be authorized to work in the U.S.
5+ years of transactional accounting work in a professional environment required
Experience using QuickBooks and/or similar cloud-based accounting software for/in a professional organization
Capacity and commitment to work 20-30 hours a week
Confidence in learning and embracing new technology to solve issues
Strong written and verbal communication skills
Willingness to follow established policies and procedures consistently and accurately
A passion for and sense of personal satisfaction in delighting clients and helping businesses succeed

Job Responsibility

Demonstrate a thorough understanding of professional accounting and bookkeeping practices
Stay current on the latest cloud-based accounting technology
Support client onboarding process for all assigned client engagements in accordance with defined process
Execute, as applicable, processes related to accounts payable and accounts receivable management, accounting entries, closing the books monthly as well as preparing financial reporting and analysis. May also include payroll, HR administration and special projects as assigned
Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication, delivery on deadlines and stellar accounting support
Manage day-to-day relationships with clients while performing within established processes and budget parameters
Identify and recommend to your manager areas where Supporting Strategies may be able to provide additional services or tools to drive additional client value and efficiency
Embrace coaching and feedback provided by your manager and implement changes as needed to help meet team and client goals

What we offer

Remote, work-from-home opportunities
Flexibility that allows for a very comfortable work/life balance
Variety to tasks
Daily interactions with team members and clients

Parttime

Client Operations Associate

As a Client Operations Associate in our Operations Team, you will play a crucial...

Location

United States , New York

Salary:

75000.00 - 95000.00 USD / Year

Copper.co

Expiration Date

Until further notice

Requirements

Proven experience in a technical account management role, ideally within the cryptocurrency or financial services industry
Understanding of cryptocurrency technology, blockchain, and digital assets
Exceptional communication and interpersonal skills, with the ability to build rapport with clients
Problem-solving mindset and the ability to troubleshoot technical issues effectively
Detail-oriented and organised, with excellent project management skills
Self-motivated and capable of working independently as well as collaboratively within a team

Job Responsibility

Provide technical support to institutional clients, addressing their queries, troubleshooting issues, and ensuring a smooth experience
Take ownership and accountability of all incoming queries and managing client expectations under time pressures
Work closely with clients to understand their technical requirements
Collaborate with internal stakeholders across the firm to effectively resolve client queries
Gather client feedback and insights, relaying this information to our product development teams
Stay up to date with industry trends and the latest market developments, ensuring you are well-equipped to address client inquiries and provide expert guidance
Representing the values of Copper with the firms best interests, whilst ensuring what we do is for the benefit of the client, always acting with integrity

What we offer

Paid Time Off - 25days annual leave per annum in addition to local bank holidays. Employees also receive one additional day of annual leave for each year of service
Comprehensive health cover - medical, optical and dental benefits
Life Insurance
Commuter Benefit Programme

Fulltime

Senior Group Manager Agency Lending Operations

The successful candidate will be responsible for Operational Service supporting ...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant senior experience in an Operational management environment
Agency Lending/Middle Office Operations experience
Experience in leading client centric/focused teams
Experience in leading global and regional teams across multiple time zones
Experience in managing financials and resources associated to a global function
Problem solving, process improvement, self-starter and results oriented
Experience in dealing/managing clients whilst representing an Operational function
Local regulatory and compliance familiarity
Strong analytical skills

Job Responsibility

Operational Service supporting the Agency Securities Lending Business
Support driving strategy across operational process
Partnering with Technology to ensure client experience meets highest standard
Contribution to cost and productivity targets
Driving standardized global service to support organic growth and New Business
Ensuring diverse and high calibre resource pool
Ensure continuity across regional construct
Provide senior escalation for aspects of Agency Securities Lending Operation
Represent Agency Securities Lending Operation at internal/external forums
Support Product/Business at Client meetings

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
Discretional annual performance related bonus
Private medical insurance packages
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to learning and development resources

Fulltime

Senior Group Manager Agency Lending Operations

The successful candidate will be responsible for Operational Service supporting ...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant senior experience in an Operational management environment, preferably with Agency Lending/Middle Office Operations experience
Experience in leading client centric/focused teams with strong background in building Service capabilities instead of query management capabilities
Experience in leading global and regional teams, across multiple time zones, including large matrix organizations
Experience in managing financials and resources associated to a global function
Problem solving, process improvement, self-starter and results oriented
Experience in dealing/managing clients whilst representing an Operational function
Local regulatory and compliance familiarity to drive processes and perform according to country procedures and standards
Strong analytical skills – the ability to analyse processes and systems, evaluate data, and identify process improvements

Job Responsibility

Service Level Compliance- 100% service level compliance across all functions, in line with both external contractual agreement as well as internal Product/Business expectation
Financial Management for ASL Client Delivery, ensuring that the department manages cost targets as well as resource management
Standardization of service offering across all Operational functions, ensuring that the Client Experience is 'One Custody' globally
Simplify technology across the group, with key focus on client query tooling and reporting
Drive Citi initiatives aimed at reducing the high level of touch points and queries within the Bank related to Custody processes
Continually review and enhance the Client Delivery processes in partnership with the Functional Heads and direct management team to drive positive client experience
Support the execution of any associated Location Strategy activities, ensuring that Operations remains fully compliant with all aspects of Send/Receive site requirements, whilst ensuring suitable training material and post go live support is robust and executed
Collaborate with the Productivity Office to assess and support opportunities to reduce inefficiency within the Function
Promptly recognize and act on gaps within the process control framework to ensure that the control steps across the lifecycle of the process are relevant, documented and understood within the process teams
Identify business opportunities to increase share of wallet

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Senior Voluntary Corporate Actions Analyst

The Asset Services Assistant Vice President (AVP) is a key leadership role respo...

Location

United States , Jersey City

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-7 years of relevant experience in financial services operations, with experience in asset servicing and corporate actions
demonstrated leadership skills, including experience in managing and developing teams
solid understanding of cash flows, accounting treatments, operational controls, and market practices
knowledge of various investment instruments, including Equity securities, Fixed Income, and Asset-Backed securities
strong analytical, problem-solving, and decision-making skills
excellent communication, interpersonal, and presentation skills
proficiency in MS Office Suite and other relevant industry software
Bachelor’s/University degree in Finance, Accounting, or a related field preferred

Job Responsibility

accurate reconciliation and efficient processing of positions related to Corporate Action events
timely and effective execution of client instructions, proactively addressing potential challenges and ensuring adherence to established guidelines
reconciliation, processing, and payment facilitation of voluntary corporate action events, ensuring compliance with regulatory requirements and internal controls
maintain high-quality service standards by guiding the team in researching and responding to complex client inquiries
analyze operational issues to identify root causes, collaborating with team members to develop and implement effective solutions
champion a strong culture of compliance, driving team adherence to established procedures and controls, proactively monitoring and adapting to changes in market regulations, and ensuring all team members are adequately trained
provide guidance, mentorship, and training to team members, fostering a positive and productive work environment
assess risks associated with team activities, demonstrating a commitment to protecting Citigroup's reputation, clients, and assets
escalate, manage, and report control issues effectively
collaborate with key stakeholders, including clients, internal business partners, and other departments, to improve processes and enhance service delivery

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Senior Associate Corporate Card Support

In this vital role you will provide operational support and customer service for...

Location

India , Hyderabad

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Bachelor’s degree with 3+ years of financial operations (including Travel & Expense administration, Financial Planning & Analysis, Procurement, etc.) experience
Knowledge of corporate card programs (AMEX, Citi, Bank of America, etc.) or financial services preferred
Familiarity with international corporate card programs and provider platforms
Strong customer service orientation
Attention to detail and process accuracy
Ability to identify and suggest improvements to processes
Clear and concise communication skills
Time management and ability to prioritize tasks
Strong customer service mindset

Job Responsibility

Process corporate card applications and card account updates, suspensions and closures
Respond to customer queries via ServiceNow related to their card account and card transactions
Liaise with the card provider to resolve issues
Assist with resolution of merchant disputes and credit balance refunds
Monitor card accounts for delinquencies and support communications to users
Participate in quarterly accounting accruals and data reconciliations

What we offer

Competitive and comprehensive Total Rewards Plans that are aligned with local industry standards

Operational Due Diligence Associate Analyst

We are looking for an ODD Associate Analyst to help analyze, review, and monitor...

Location

United States , Stamford

Salary:

75000.00 - 85000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Strong academic background (Degree or equivalent qualification)
1-2 years relevant prior work experience, with knowledge or experience of one or some of the following areas - fund operations, fund administration, prime brokerage, audit, legal, compliance, technology & information security
Possession of professional qualifications (e.g. CAIA, CFA, ACA) or interest in obtaining relevant professional qualifications
High level of writing proficiency
Experience of report writing
Systems literacy (Microsoft Excel, Word, PowerPoint, Outlook, Co-Pilot)
Proactive self-starter, proficient time management and multi-tasking
Professional demeanor and strong interpersonal skills
Attention to detail
Ability to travel as required

Job Responsibility

Assist with evaluating assigned alternative investment funds and managers across all asset classes
Conduct with fellow Due Diligence Analysts onsite interviews with fund managers to discuss operational risks, internal controls and information systems, as well as verifying existence of assets
Deploy skills and experience to contribute to these meetings and to prepare clear and concise written notes to summarise the findings
Review and interpret financial statements, offering documents, and other fund literature
Upon that review and interpretation, produce research deliverables for clients within the scheduled deadline
Conduct reference checks with service providers for completion of the relevant reports
Liaise with clients and fund managers with respect to ODD inquiries
Assist with producing detailed written reports with an analysis of operational risk and internal controls
Ensure client deliverables are prepared, reviewed, and delivered on a timely and accurate basis
Ongoing monitoring of assigned funds and updating written reports to reflect changes to the operational risk for those funds

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

KYC Operations Analyst

The Service market and Banking KYC Operation is an AML/KYC support and control f...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-2 years' experience in banking, finance, or law
Experience in control/risk or Compliance (AML/KYC) function
Knowledge of European Union regulatory KYC/AML requirements
University degree preferably in Business/Finance, Math, Economics, Engineering, Optimization, or Law
Proficient use of Microsoft Applications (Word, Excel, Access, PPT)
Excellent written and verbal communication skills
Customer Services orientated
Strong research skills
Accuracy and strong attention to detail
Ability to multitask and prioritize

Job Responsibility

Create the KYC Record in the KYC system sourcing information from internal and external sources
Proactively interact with relationship management teams and compliance to update system with information
Review information from internal and external sources for company news
Validate the information within the KYC Record and CIP document
Complete KYC Record incorporating local regulatory requirements / Global BSU Standards and policies
Take responsibility for KYC Record and associated documentation completion from initiation to approval
Maintain BSU tool current
Report workflow progress to supervisor
Ensure KYC workflow tool is kept up to date
Meet agreed daily targets for KYC Record review

Fulltime

Select Country

Operations Associate Financial Services

Job Description

Job Responsibility

Requirements

What we offer

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