Financial Services Operations Specialist

Specialist - Financial Services Operations - PA-CTRL-Q2-2006-OFF-R001

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Responsibilities:

Bank Account Reconciliation, Manual Matching, Coding and Commenting

Research and prepare recommendation to clear pending items.

Calculate Distributions and Commissions

Resolve or escalate client issues promptly and support resolution, as necessary.

Apply appropriate disposition and/or action to resolve discrepancies.

Identify process efficiencies while performing daily work and make recommendations in terms of process and practices to improve team performance.

Build and maintain teamwork , follow up with counterparts in an effective manner.

Job Requirements:

Understanding of External and Internal Reconciliation Process

Knowledge of Capital market, Mutual fund and Transfer Agency

Ability to work to tight deadlines.

Excellent written and verbal communication skills

Excellent research skills

Ability to maintain a strong client’s focus.

Team player with the ability to work with multiple parties.

Understanding of Smart Desk , AWD and TA2000 applications would be added advantage.

Responsible for shareholder accounting functions, including reconciliation and reporting (e.g., tax withholding and collections, stop payments, check replacements and advances, forgeries, and draft issues) and possibly internal balancing/reconciliation of moneys and fund shares. Senior level support representative performing tasks of a moderate level of difficulty that require independent judgement. Demonstrates a substantial understanding of the job and applies knowledge and skills to resolve or recommend solutions for a wide range of tasks or issues. Requires limited supervision and only general instructions on new tasks. Minimally requires a high school degree and 2 years of related experience.

 

 

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

 

 

 

 

 

 

 

 

 

 

Applications will be accepted on an ongoing basis until the position is filled.

 

 

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Experience Level

Entry Level