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Reporting to the President, this person will be responsible for leading our warehouse and back office teams and work hand-in-hand with all departments to ensure successful receipt and shipment of orders in a very fast paced environment.
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Works directly with the Information Technology Department on all asset management system related technical issues including interfaces and back-office systems. We are seeking candidates for the position of Operations Administrator-Transit Asset Management (5099) in the Strategic Initiatives.
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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Middle Office Operations. We perform all operational functions required to produce the back and middle office products and services that clients have contracted with State Street to provide.
$43,680 - $62,400 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Middle Office Regional Consultants must have a strong client-oriented approach and should possess an understanding of the mutual fund and securities business and have a strong willingness to learn the investment management operations business.
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Middle Office Regional Consultants are dedicated to providing the absolute highest level of service, back-office support, and personal account management to clients within the Advisor, Enterprise and Wealth channels.
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Work collaboratively with all stakeholders including but not limited to back office operations teams, offshore support. The ability to operate office machinery such as computer, phone, copier, printer, etc in the commission of daily duties.
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Some benefits include Daily Pay, Tuition Assistance, LifeWorks (cash back shopping/phone and car ins discounts), and Supportlink (free mental health program)! - Minimum of one year nurse management experience, including hiring, coaching, performance management scheduling and daily operations supervision.
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Work closely with various internal teams at WSFS – commercial banking relationship managers, wealth advisors, credit risk officers, back-office operations, etc. Within WSFS Capital Markets, the Interest Rate Derivative team identifies, presents, and executes interest rate hedging solutions for the firm's corporate, commercial, small business, wealth, and private banking clients.
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An ideal team member would be capable of supporting both field and back office personnel including key executives and operations leaders and will respond with an appropriate sense of urgency and professionalism for all support requests.
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Deep knowledge of ISDA and Dodd-Frank compliance documentation, derivatives, fixed income, and corporate debt markets. Structure, price, and execute all interest rate derivative products (swaps, caps, collars, cancellable, etc.
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The Reconciliation Specialist position at Archer offers exposure to multiple functions within investment operations providing middle and back-office support for our clients. Archer has deep and broad-based experience working with asset managers, creating customized solutions to help them swiftly launch new products, streamline operations, and enter new distribution channels.
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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.
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