Back Office Job Description

Back Office Job Description

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Back office provides office support functions, including, but not limited to, reception, word-processing, accounting database entry, and periodic report preparation;.

Back Office Duties & Responsibilities

To write an effective back office job description, begin by listing detailed duties, responsibilities and expectations. We have included back office job description templates that you can modify and use.

Sample responsibilities for this position include:

Understanding of the life cycle and related market events of an equity derivative trade
Documentation knowledge of the trades within the Advanced BO perimeter with respect of the correct template, norm confirmation, ISDA provisions, and fighting back rules, timeline as per the FED targets, follow up
Escalation of outstanding confirmations with a US client (blocking point, client not responding)
Enhancement of the system to meet any new market requirement(EMIR, Dodd Frank)
Following up & dispute resolution for clients on trade settlements
Chasing and tracking outstanding confirmations with a US client in accordance with timelines of regulations and requirements
Affirmation of outstanding OTC trades
Starting the relationship with the client (set up, negotiation of the template in coordination with Legal) and managing the first trades to ensure client satisfaction on the on-boarding process
Trade documentation and settlement of the trades booking entity
Ensuring any necessary escalation to meet the FED & EMIR targets

Back Office Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Back Office

List any licenses or certifications required by the position: CPR, BLS, MA, LVN, CFE, CAMS, AAP, ACH, PM, VCP

Education for Back Office

Typically a job would require a certain level of education.

Employers hiring for the back office job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Finance, Business, Accounting, Education, Associates, Communication, Business/Administration, Economics, Management, Writing

Skills for Back Office

Desired skills for back office include:

Carrent
GAR
ASAP
Accounting and receivables
Medical terminology
PC functions in a Windows based environment
Microsoft Office Suite
MS Office
Word and Excel
Medications

Desired experience for back office includes:

Providing the KPI’s / KRI’s
Reconciliation of various internal processes to meet audit controls
OTC Settlement analysis
Instruction and coordination of cash movements for purchases and sales in prime brokerage account
Preparation of invoices and credit notes
Preparation of fund transfers, cash forecasting, follow up on cash fails, and interest billing

Back Office Examples

1

Back Office Job Description

Job Description Example
Our growing company is looking to fill the role of back office. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for back office
  • Training new team members to use related equity derivative systems
  • Implement new EMIR & DF confirmation requirements and guidelines
  • Provide strong communication (verbal & written) to address needs and resolve issues for external & internal client
  • Enhancement of the system to meet any new market requirement
  • Risk mitigation and observing operational risks and controls, including business contingency
  • Ensure any necessary escalation to meet the FED & EMIR targets
  • Operate day-to-day activities strictly following RBCI&TS procedures
  • Operate day-to-day operations following the operating memorandum and Service Level Agreement in place
  • Ensure accurate OTC trade capture in the OTC Platform
  • Ensure accurate OTC collateral movements capture in the OTC Platform
Qualifications for back office
  • Bilingual Spanish - verbal communications
  • Ottimo utilizzo di Excel e Power Point
  • Ottime capacità relazionali e di comunicazione, predisposizione al lavoro in team
  • Interesse per le nuove tecnologie, per il digital e per iniziative di comunicazione non convenzionali
  • Wealth Management background - Super, Investment management, Insurance, Financial Planning
  • 5+ years Business Analyst experience - Agile desirable
2

Back Office Job Description

Job Description Example
Our company is searching for experienced candidates for the position of back office. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for back office
  • Proceed relevant controls over OTC related cash-flows
  • Instruct OTC Cash movements to the relevant department
  • Deliver accurate reporting to internal clients
  • Input OTC files in the Global Trade Repository
  • Investigate and escalate rejections
  • Input OTC files in the relevant tool for EMIR Reconciliation service
  • Investigate and report breaks
  • Track activities performed in the relevant check list
  • Manage back office activities related to training & development processes (training catalogue update, organization and delivery of courses, training needs database management, invoices check)
  • Operational support to performance management process (liaise with managers to collect status of evaluations, reporting, presentations)
Qualifications for back office
  • 5+ years Business Analyst experience - Business & IT exposure desirable
  • Product knowledge around Cash Equity & Fixed Income
  • Understanding of the settlements clearing process & collateral management lifecycle
  • Interest in social media and digital communication
  • Proficient in Microsoft Office (especially Power Point), Internet
  • Deep knowledge with software development technologies such as REST, SOAP, Spring, 12 Factor Apps
3

Back Office Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of back office. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for back office
  • Support on employee/organization data management (data warehouse update, org charts, job descriptions)
  • Perform day-to-day operational and production support tasks
  • Deploy new releases to production environment
  • Provide application support for weekend changes and public holidays
  • Verify vehicle maintenance and recall documentation for accuracy
  • Process logon access requests
  • Reconcile digital bank records
  • Central Back Office Clerk
  • Liaises daily with THE OUTNET Merchandise Operations counterparts to report on delivery status of purchase orders
  • Create and maintain specification documentation
Qualifications for back office
  • Allow for flexibility with work schedules and assignments as determined by the needs of the business
  • Location is in the City of Pittsburgh
  • Ability to prioritize and manage multiple tasks and conflicting demands for service simultaneously while meeting deadlines
  • Excellent listening, oral, and written communication skills including telephone and email correspondence with leadership and medical staff
  • Ability to read, understand and apply contract language to scheduling and pay practices
  • MS SQL Server and Oracle Database
4

Back Office Job Description

Job Description Example
Our company is looking to fill the role of back office. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for back office
  • Liaise with others IT teams, external vendors and business teams
  • Angebotserstellung für Kunden
  • Enge Zusammenarbeit mit der Verkaufsleitung und den Gebietsverkaufsleitern
  • Pflege des Kundenstamms mittels CRM-System
  • Unterstützung bei allgemeinen administrativen Aufgaben
  • Manages incident activity to ensure all tickets are being worked within SLA, while maintaining SLA response time
  • Miscellaneous duties and responsibilities as assigned by manager
  • Work hours may vary in length and schedule
  • Dunning Calendar preparation as per policy
  • Execution of dunning actions as per schedule
Qualifications for back office
  • VB script / VBA macro skill
  • Shell Scripting (both Unix and Window scripting)
  • Experience in ServiceNow, Concur, SmartStream, Oracle Applications, Control-M is a plus
  • Knowledge in settlement system
  • Proposes ideas and alternatives to resolve issues
  • Responds in a positive manner
5

Back Office Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of back office. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for back office
  • Load balancing within team
  • Evaluate areas of improvement through data analysis
  • Enter alphanumeric data into the computer system
  • Identify and implement improvements to maximize the experience for the patient create an efficient, effective day for the dentist
  • Manage and approve time-off requests for the travelling Specialty Dental Assistants in their region by analyzing business needs and/or seasonal trends
  • Partner with regional team and office management to set office specialty dates and times, and confirm Specialty Dental Assistant team assignments for the offices
  • Maintain appropriate and adequate general and specialty clinical supply for all assigned dental practices
  • Educate team on basic maintenance, as appropriate and ensure maintenance procedures are performed in a timely manner
  • Collaboration with Product and Project Areas for the individuation of the related technical and functional procedures implication
  • Review, Audit and pay contractor invoices on behalf of the client
Qualifications for back office
  • Secondary School Diploma with Insurance Qualification or University degree
  • Must be able to type 40 WPM with 90% accuracy (there will be an on-site test)
  • Must be able to work M-F, 40 hours per week
  • Excellent listening skills, be able to maintain a calm, professional and empathetic manner in difficult circumstances
  • Excellent organisational, analytical, prioritisation and problem solving skills, able to establishing a clear structure to your work to maximise the best use of your time and be able to make logical and solid decisions independently
  • Passionate about educational travel

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