Job Title - Ops Specialist-CA Income (BOS)

Number of Positions - 1

Job Location - 50, Post Office Squate, Boston, Massachusetts, United States of America, 02210

Job Start Date - 10/28/24

Job End Date - 2/28/25

Pay Rate - $24/hr

Job Description\- Manager Notes:

• In office Tuesday/Wednesday/Thursday, WFH Monday and Friday
• 4 months with the potential of extension or a full-time position

Ops Specialist-CA Income: is responsible for the global processing, balancing and reconciling of custody positions related to dividend interest payments. Activities include instruction receipt and authentication, entry instruction and verification (dual controls).

• Collects global client’s dividend and interest Income payments
• Verify information by validating payment advice received from local market against client receivable
• Attempt resolution of client entitlement issue internally
• Makes decision to repair or to contact sub-custodian or depository for resolution • Escalate issue to manager when necessary
• Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure.
• Generate custody/operations related systems reports in support of daily, weekly and monthly management reporting
• Repair and resolve discrepancies in a timely and accurate manner keeping client informed
• Identify trends in payment repair including event level, sub-custody level and or market lever repairs
• Contribute to Division/ Firm process improvement activities through improvement of STP (straight through processing)
• Acquire and maintain knowledge of Division goals and business objectives; perform activities that support these goals
• Acquire understanding of full scope of Division and how specific function impacts the firm
• Repair and resolve discrepancies that impact client servicing in a timely and accurate manner
• Assist in activities that support the measurement of Client Service Standards
• Communicate professionally and constructively to effectively resolve all repairs with client payments in a timely and accurately manner.

Requirement

• BA/BS degree or equivalent work experience.
• Demonstrated PC skills.
• Ability to identify, escalate and resolve a problem.
• Ability to communicate professionally through effective verbal and written skills.
• Ability to manage time efficiently and effectively. Organizational skills and detail-oriented. Ability to multi-task. Ability to work in a team environment.
• Ability to meet deadlines and work under pressure.
• Effectively utilize internal systems to support client servicing deliverables Computer literate - MS Suite of products - Excel, PowerPoint, Word Internet knowledge