Specialist, Operations

Role responsibilities

The Specialist is responsible for understanding operational processes, executing risk mitigation, and enhancing operational controls. They will coordinate multiple tax functions, manage tasks to meet SLAs, and participate in projects to improve systems and processes.

Requirements

Candidates should have strong attention to detail, critical thinking, and problem-solving skills. Experience in retirement services, bank operations, or tax reporting is preferred, along with proficiency in Microsoft Office tools.

Key skills

Attention To Detail, Critical Thinking, Problem Solving, Prioritization, Time Management, Communication, Team Collaboration, Flexibility, Research, Regulatory Interpretation, Analytical Skills, Reconciliation Skills, Learning New Systems, Tax Reporting, Bank Operations, Retirement Services

Keywords

Operations, Cash Activity, Regulatory Reporting, Trust Services, Custody Services, Trading Services, Retirement Plans, Tax Withholding, Compliance, Financial Risk, Client Service, Internal Business Partners, Vendor Management, Analytical Tools, Microsoft Office, Excel, Outlook, Word