Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks.
Serves as first line supervisor for assignment of tasks and resolution of issues.
Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
Ensures the volume of work produced meets product / service standards and exceeds quality standards, and is properly reviewed and documented.
Provides product knowledge and technical assistance on moderately complex problems. Acts as the teams initial point of contact for issues requiring escalation.
Participates in the recruiting process. Instructs, assigns, directs and reviews the work of client processing analysts.
Prepares performance reviews and provides ongoing feedback to staff.
Supervises / manages a small client processing team. May be responsible for specific supervisory review and approval actions.
Job Scope :
Helps develop and contributes to the achievement of team objectives.
Associates degree in a related discipline or equivalent combination of education and experience is required. Bachelor’s degree preferred.
7 + years of technical and management experience preferred. Experience in the securities or financial services industry a plus.
An operational background would be beneficial
A good understanding of securities processing is advantageous
The successful candidate will be flexible, self-motivated, and possess an ability to prioritise and multi-task.