Private Banking Operations Analyst
12 months
Role will be onsite
One round of interview in person
Description:
The Operations Division is currently seeking high performing individuals with one to three years of work experience who exhibit strong leadership potential, communication skills, attention to detail and a strong desire to succeed in a fast paced and challenging work environment. The Operations Division partners with Sales & Trading, Finance, Legal, and Technology to execute the Firm's Institutional, Retail, and Asset Management businesses by developing strong client relationships, collaborating closely with its business partners supporting and settling transactions, devising and implementing effective controls, to enable to development of new structures, businesses, and markets. Private Banking Operations supports the Private Banking Group, providing operational support to the Bank and Broker/Dealer Lending Products, Deposit Products, Banking Services, Collateral Monitoring, Margin Operations and Vendor Management.
Primary Responsibilities:
-Establish and maintain effective relationships in order to deliver world class services to internal teams across multiple securities-based lending products.
-Internal interaction to include phone/correspondence support associated with the firm's Liquidity Access Line & Express Credit Line lending products.
-Internal client interactions are provided to Financial Advisors, Branches, and other internal employees.
-By gaining experience in these areas we also deliver strong results for our shareholders, build long-term value for our clients and offer highly attractive career opportunities for our employees.
-Successful candidates will have an interest or familiarity in one or more of the following: AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management and Client Services.
Skills and Experience: We are looking for resourceful and dedicated candidates with one to six years of work experience who possess the following attributes:
Required:
-Demonstrated track record of achievement with the ability to take initiative in a challenging environment
-Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
-Self-motivated with a strong sense of ownership and accountability for tasks
-Adaptable team player
-Detail oriented and ability to adhere to strict timelines
-Strong organizational and time management skills
-Ability to multi-task and work in a fast pace environment
-Analytical skills
-Ability to critically evaluate information gathered from multiple sources
-Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives
-Strong Microsoft Office skills
Optional:
-Familiarity with the financial markets and current regulatory landscape
-Project management experience
-Business analysis skills