• Support client operations by verifying, reporting and processing activities on their behalf. Our clients are Investment Managers whom we provide time sensitive services centralized around moving money in and out of their account(s) for various operational purposes.
• Engage our clients in a professional manner and provide dependable service within the confines of daily bank cut-offs/hours by processing daily payments via internal payment system
• Monitor process flows to ensure deliverables/daily payments are on track, assist where needed and escalte, if required
• Ensure adherence to controls and procedures while taking a role as a Subject Matter Expert for the department
• Prepare and oversee end of day transaction reports to circulate to clients and internal departments
• Set-up and maintain Standard Settlement Instructions (SSI’s) in internal systems
• Assist and lead performance discussions with junior staff, troubleshoot day-to-day issues, review/adjust work allocations as needed, and represent the group on internal and external calls
• Oversee a team of Analysts and Senior Analysts supporting them and your Manager while delivering a high level of customer service to your client base
• Ensure the team is able to work effectively, troubleshoot technical issues and work with the Manager to ensure the team is adequately equipped to service our clients
• Work on strategic projects, as needed
• Coordinate with multiple departments across the firm to drive results/complete deliverables
Demonstrates expertise in cash and payment processing within Financial Services, ensuring adherence to established policies and procedures while providing exceptional customer service. Capable of leading teams, mentoring staff, and effectively communicating with clients and internal departments.
Supervisor, Middle Office Solutions, Treasury • Halifax, Halifax County, Canada
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