Managed Services Operations Analyst

About This Role

The Managed Services Operations Analyst will perform daily, monthly, quarterly, and annual operational support for managed services clients, focusing on inputting and maintaining financial and accounting data using InnoTrust trust accounting software.

Responsibilities

• Input and maintain financial and accounting data in InnoTrust per responsibilities defined for the Managed Service Client
• Interact on daily processes amongst the team
• Adhere to daily, monthly, quarterly, and annual procedures for processes within Managed Services
• Ensure financial transactions are balanced and documented according to policies and procedures
• Process, review, and oversee cash and security activity, including trade settlement, corporate actions, cash movement, and shadow posting
• Meet and ensure daily deadlines are met for processing and reconciliation
• Interact on operational activity with each Client
• Identify and work with client for reconciliation outages
• Research, document, and handle client reported issues, provide user support to Clients and log Clients requests for services as needed to a timely resolution
• Build, maintain, and foster positive and growing relationship with Clients

Requirements

• Experience in a deadline driven, operational environment
• Superior customer service skills
• Excellent analytical/problem solving capabilities
• Experience learning new processes and systems quickly
• Experience working with minimal supervision in a team environment
• Experience writing, understanding and applying document processes
• Experience creating and following a prioritized workload and maintain organization
• Excellent verbal and written communication skills
• Excellent computer skills, including Word, Excel, and Outlook
• Experience with security processing
• Experience and understanding of publicly traded securities
• Experience with cash processing
• Experience and understanding of funds movement processes and deadlines

Qualifications

• Experience in a deadline driven, operational environment; working with minimal supervision in a team environment; writing, understanding and applying document processes; creating and following a prioritized workload and maintaining organization.

Nice to Have

• Understanding of Trust Operations, Financial Markets, Securities Industry, Retirement Industry, Charitable Giving and Banking
• Experience using InnoTrust in a Managed Services capacity
• Experience with Black Diamond
• Experience with Advent ACD
• Experience with shadow posting
• SQL knowledge

Skills

* Required skills

Benefits