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GWIM Sr Operations Analyst – Problem Resolution SME

In United States

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GWIM Sr Operations Analyst – Problem Resolution SME   

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JOB TITLE:

GWIM Sr Operations Analyst – Problem Resolution SME

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Jacksonville, FL United States

JOB DESCRIPTION:

Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates.

 

 

Required Skills & Experience:

  • At least 1 year of experience in tax reporting statements and cost basis processing
  • Must be familiar with 1099-B's and tax reporting statements
  • Proficient in Excel- Basic & Complex formulas

 

Desired Skills & Experience:

  • Experience within Wealth Management Operations

 

Enterprise Role Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

Position Details

POSTED:

Oct 02, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16537536267752619

LOCATION:

United States

CITY:

Jacksonville, FL

Job Origin:

OORWIN_ORGANIC_FEED

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

GWIM Sr Operations Analyst – Problem Resolution SME    Apply

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<div> <p>Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates.</p> <p> </p> <p> </p> <p><b><b>Required Skills & Experience:</b></b></p> <ul> <li>At least 1 year of experience in tax reporting statements and cost basis processing</li> <li>Must be familiar with 1099-B's and tax reporting statements</li> <li>Proficient in Excel- Basic & Complex formulas</li> </ul> <p> </p> <p><b><b>Desired Skills & Experience:</b></b></p> <ul> <li>Experience within Wealth Management Operations</li> </ul> <p> </p> <p><b><b>Enterprise Role Overview:</b></b></p> <p><i><i>Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.</i></i></p> </div>


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