Job Description
About Archer: Archer’s technology and services help investment managers achieve their strategic goals. Archer provides a fully integrated, state of the art platform that simplifies the investment management process across distribution channels, while also uniquely offering selective operations outsourcing. This total solution approach provides managers the ability to control costs, gain product flexibility and speed time to market.
General Job Description: The Operations Specialist position at Archer offers exposure to multiple functions within investment operations providing middle and back office support for our clients. The Operations Specialist role is primarily responsible for transaction processing, new account onboarding, reconciliation, and providing exceptional client service.
Responsibilities: Establish new accounts and process account maintenance items Investigate and resolve all cash and position exceptions across accounts Validate and process cash transactions in client accounts Execute daily control tasks Validate New Accounts, Account Maintenance Transactions and Cash Flows to ensure accuracy Identify and resolve issues with custodians, banks, and brokers Respond to various requests from intermediaries in a timely and professional manner Participate in department projects as needed
Position Requirements/Desired Skills: Bachelor’s degree in business, finance, or related field preferred 0-5 years’ experience in a related capacity Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality Strong verbal and written communication skills required Strong problem solving skills and attention to detail Team player with a positive attitude who can effectively train and supervise others Self starter attitude Ability to adapt to change in a dynamic environment Excellent computer skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems Hustle, required