Operations Specialist (Level III)

TheOperations Analyst is responsible for performing standard transaction and fulfillment processing, including the movement of assets into and out of client accounts. This role supports daily operational activities such as transaction processing, reconciliation, mail handling, and client service while ensuring accuracy and adherence to established procedures.

The Operations Analyst will provide operational support to internal business partners and external clients, respond to routine inquiries, conduct basic research, and identify and escalate potential risks or complex issues to leadership.

The ideal candidate isdetail-oriented, accountable, analytical, and able to work independently while maintaining a professional presence and delivering high-quality service in a fast-paced operational environment.

Key Responsibilities:

• Perform standardtransaction processing and reconciliation in accordance with established guidelines, procedures, and controls.
• Process and support the movement of assets into and out of client accounts.
• Respond to client and business partner inquiries through multiple communication channels while maintaining a high level of professionalism and service.
• Conduct basic research, follow-up, and resolution of routine operational requests.
• Review daily activities to identify potential issues, discrepancies, or operational risks and escalate concerns appropriately.
• Provide general operational support, includingmail sorting, deposit processing, and mail distribution.
• Maintain accurate records and ensure requests are completed fully and within established timelines.
• Work independently with minimal supervision while knowing when to seek guidance or escalate complex issues.
• Communicate professionally through email and other business communication channels.
• Support team priorities and contribute to overall operational efficiency and quality.

• Strongattention to detail with a consistent focus on accuracy and quality.
• Excellentwritten communication skills and professional email etiquette.
• Strong sense ofaccountability and ownership, ensuring requests are completed accurately and in their entirety.
• Analytical and critical-thinking skills with the ability to assess situations and make timely decisions.
• Ability to workindependently with minimal supervision and guidance.
• Strong research skills with the ability to navigate systems and locate information efficiently.
• Ability to identify potentialoperational risks and escalate concerns appropriately.
• Strong organizational and time-management skills.
• Professional presence and ability to interact effectively with clients, business partners, and team members.
• Proficiency withMicrosoft Office Suite, particularlyOutlook and Word.