Operations Analyst

The Operations Analyst is responsible for executing on all aspects of the back‐office operational and technological functions of the business. This position will work closely with the Operations, Compliance and Technology team. The Operations Analyst will engage with team members to create an exceptional experience for the Wealth Management team and clients.Success FactorsResponsibilitiesSupports the Operations Manager in managing third-party relationships (consultants, custodians, technology providers, and other vendors) to meet team and client needsExecutes back-office operations, including data management, trade settlement and reconciliation, custodian activities, and reporting, while delivering an exceptional client experienceAnalyzes and implement process and control improvements to enhance operational efficiency, leveraging technology to streamline internal processesServes as a backup for Operations and Compliance roles and actively participates in project teams by providing input and implementation supportOrganizes, maintains, and audits data, records, and documents; accurately enters data and generates reports; updates process instructions to ensure operational standardizationCollaborates across teams to improve firm processes and client experience, while maintaining strict confidentiality of client and firm informationDemonstrate awareness and adherence to firm policies and proceduresPeople Management/RelationshipsTake initiative to be a team player (seek out opportunities to help others)Treat everyone with respect; develop loyalty and trust with the teamSuccessfully adapt to different personalities and working stylesProactively and effectively communicate information regarding status issues to team membersHold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestionsQualificationTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.Required Knowledge, Skills, And/or AbilityStrong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusionsProblem solving skills; ability to shift focus and adapt to changesExcellent organization skills and strong attention to detailAbility to use sound judgement and discretion regarding confidential informationStrong project management skillsStrong multitasking skills with ability to prioritize work as necessaryEducation, Experience and CertificationsBachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field or commensurate experience1+ years’ experience working in a professional working environmentExcellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac, Zoom, Outlook etc)Essential FunctionsMust be able to remain in a stationary position as neededThe person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printerAbility to communicate in a professional manner and exchange information with internal and external actors as neededAbility to lift/carry up to 20 poundsAbility to work outside of normal business hours and weekends as neededAbility to travel to local and non-local clients as needed, overnight travel may be requiredThis job description is subject to change at any time and employee will be given additional responsibilities as assignedSalary Range$55,000 - $65,000