Operations Support Specialist Job Description
Operations support specialist
provides end user support for all LAN based applications: Exchange 2013, Office 365, SAP, MS Office 2010 - 2016.
Operations Support Specialist Duties & Responsibilities
To write an effective operations support specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included operations support specialist job description templates that you can modify and use.
Sample responsibilities for this position include:
Access various databases and update the address changes on several record keeping systems
Procure Systems Access for new CWM resources (review request form, request access ID utilizing different processes depending on geography and domain
Use spreadsheets and Firm systems to research Client and Mandate information
Physical securities deposits, withdrawals, and transfers
Reconciliations of box locations
Transit account balancing
DWAC and DRS requests
Contacting agents to verify validity of securities
Supporting client service associates and operation personnel
Verification of 23A / 23B Regulation W exception management documentation and closure processes within Operations across multiple product types
Operations Support Specialist Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Operations Support Specialist
List any licenses or certifications required by the position: ITIL, V4, ASE, FAA, CTS, ACSR, CCNA, RHCE, RHCSA, LEAN
Education for Operations Support Specialist
Typically a job would require a certain level of education.
Employers hiring for the operations support specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Graduate Education, Business, Associates, Graduate, Technical, Management, Business/Administration, Accounting, Finance
Skills for Operations Support Specialist
Desired skills for operations support specialist include:
Microsoft Office programs
Word processing
Excel
Systems
Word
PowerPoint
SAP
MS Office applications
Procedures
Microsoft Outlook
Desired experience for operations support specialist includes:
Ongoing review and maintenance of Service Level Agreements (SLAs) and Task Orders between the U.S. Bank Entities and affiliates for Operations services provided to the Banks
Assisting Bank Management with strategic business initiatives by reviewing, performing due diligence on, and approving New Product Approvals (NPAs)
Fail reporting, metrics, and allocation input and checks
Day-to-day support of the Client Service Representatives as we prepare to transition roles to another location (phones, e-mails, inquiry response)
Attention to detail creative problem solving is a must
Data quality testing and coordinating those test efforts with other teams
Operations Support Specialist Examples
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Operations Support Specialist Job Description
Job Description Example
Our company is looking to fill the role of operations support specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for operations support specialist
- Production statistical reporting
- Settle and record transactions on a daily basis
- Identify all operational risks
- Partner with technology to realize the full potential of IT and e-solutions
- Conduct account research in order to update the mail processing system
- Process new account openings and performing operational tasks
- Maintain excellent communication skills and rapidly organize or record information
- Assist in daily tax withholding reconciliations
- Assist with documentation review
- Respond to general tax e-mail queries
Qualifications for operations support specialist
- Willingness to contribute as part of a team work independently
- Serve as a central point of contact for client and salesperson inquiries concerning trade and account related information
- Monitor email group box and hotline, and oversee client contact database
- Resolve sensitive market fails
- Issuing and responding to margin calls
- Inputting collateral movements into internal collateral system
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Operations Support Specialist Job Description
Job Description Example
Our company is searching for experienced candidates for the position of operations support specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for operations support specialist
- Following up on issuance of client valuations statements
- Organize and maintain process related documentation
- Track status and follow up with stakeholders as needed
- Create and maintain procedure documents
- Set-up, monitor, and process Voluntary Corporate Actions
- Compile and distribute various reports
- Record all activity on accounts
- Submit accurate records for final processing to service center
- Record all activities on client account and submit accurate forms for final processing
- Develop and maintain daily metric reports
Qualifications for operations support specialist
- Helps monitor activities and trends within the RFI space which made requests by region, customer, line of business
- Analyze data to improve processes
- Assist operations in the remediation of correcting annuity policies
- Previous experience with database input
- Record all activities on account
- Identification and resolution of trade discrepancies
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Operations Support Specialist Job Description
Job Description Example
Our company is growing rapidly and is hiring for an operations support specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for operations support specialist
- Exercising and assigning processing
- Option premium reconciliation and settlement
- Execution of periodic expiration events
- Creating MS Database forms that interact with SharePoint
- Writing VBA Macros that can consolidate data from various sources
- Writing VBA Macros that can interact with Internet Explorer
- Creating Custom Forms and Reporting in MS Access
- Complete resource on-boarding in Beeline, ensuring data accuracy and work with the business to obtain any required data as appropriate
- Ensure SOWs are approved by the appropriate Delegation of Authority (approval authority in the organization) and align onboarding activities accordingly including having resources properly set-up for payments and enforce tenure rules are followed appropriately by business group
- Process resource extensions, working with the business to obtain the appropriate approvals as per internal processes and participate in issue resolution regarding data discrepancies and require updates
Qualifications for operations support specialist
- Exceptional investment banking and operations knowledge
- Manage all off-boarding activities and ensure resources are off-boarded on a timely manner, including maintaining weekly tracking reports, ensuring all resources with end dates in the next 6 weeks are addressed
- Manage a weekly finish process to ensure resources are terminated on timely manner reducing risk to the organization and provide suppliers with accurate data as it pertains to resources due to expire and ensures proper action is taken by them in Beeline
- Creating database forms that interact with SharePoint
- Creating Custom Forms and Reporting in Access
- Reviewing/process individual reservation requests
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Operations Support Specialist Job Description
Job Description Example
Our innovative and growing company is hiring for an operations support specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for operations support specialist
- Record all activities on designated account
- Processing of Advisory Accounts and Enrollments
- Maintenance transactions, such as restrictions, manager changes, journals, account conversions, billing events, corrections, and account linking
- Servicing branch requests
- Interacting with a variety of partners, including product, tech and other operations groups with regards to Advisory Accounts
- Producing reports on a regular and ad-hoc basis
- Performing daily reconciliations and highlighting exceptions
- Saving of daily banking reports
- Assisting with risk audits and reviews
- Coordination and communication with various internal and external stakeholders at different levels
Qualifications for operations support specialist
- Solid Operations background
- Directly supports activities in the AML Compliance Office
- Commitment to understand the global wealth management business
- Previous Financial Services experience (Cash / Collateral Management)
- 1+ year of Collateral Management experience
- Review documents modified by other processors as a quality control measure to ensure that documentation is accurately classified and filed
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Operations Support Specialist Job Description
Job Description Example
Our company is growing rapidly and is hiring for an operations support specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for operations support specialist
- Run searches to process/correct metadata for bulk items
- Assist with processing of contractual Obligation data in the Obligation management system
- Providing assistance to New York team in handling light deal logging tasks
- Setting up secured deal folders for Corporate Finance and private side Markets for Asia
- Support operational personnel
- Check documents for accuracy
- Analyze and input data to/from internal/internal sites
- Processing Advisory Accounts
- Maintenance of transactions such as restrictions, program/style changes, and journals
- Processing of Advisory Accounts, Enrollments, maintenance transactions such as restrictions, program/style changes, journals
Qualifications for operations support specialist
- Ability to learn deal logging and conflict clearing
- Experience in troubleshooting computer hardware and software problems
- Good knowledge in Linux, OS troubleshooting, Services like mail, http, ftp, ssh, dns
- Microsoft Office Suite, SharePoint and Outlook proficiency
- Knowledgeable in the financial services field
- Provide hands-on technical support to GCLO in the day to day running of the business operations