cardworks services pittsburgh pa operations analyst

Cardworks services pittsburgh pa operations analyst manual#
Cardworks services pittsburgh pa operations analyst software#

This role oversees and performs clerical and administrative support tasks assisting the Collections Management Team. View the job description, responsibilities and qualifications for this position. They assist in training employees, monitoring progress, and coaching them to cultivate the knowledge and skills to provide excellent service to customers. Apply for the Job in End User Computing Engineer II, Support Operations at Pittsburgh, PA. Requirements, activities, duties, and responsibilities may change at any time with or without notice.A Coach works with a group of Collections Specialists in support of their day-to-day phone responsibilities. Complete job description available upon request. Please note this job description is not designed to cover or contain a comprehensive listing of requirements, activities, duties, or responsibilities that are required of the employee for this job.

Health Savings Account (HSA) or a healthcare Flexible Spending Account (FSA).

Medical/Prescription, Vision, and Dental Insurance.

Microsoft Dynamics CRM or similar CRM systemįort Pitt offers its eligible employees a comprehensive and competitive total rewards package, including:.

Schwab Advisor Services, Fidelity Wealthscape, or TD Ameritrade Institutional.

Cardworks services pittsburgh pa operations analyst software#

Orion Connect or similar portfolio accounting software.Strong working knowledge of financial services with 3 years of relevant experience in Financial Services Industry.Experience in designing, implementing, and evaluating standard operating procedures for increased operational efficiency.Problem-solving skills with the ability to bring reported problems to successful resolution.Effective prioritization and time management skills for managing multiple concurrent objectives, projects, groups, or activities.

Demonstrated ability to work collaboratively within a team structure and across functional departments.Intermediate Microsoft Excel skills heavily using functions like vlookup and pivot tables.Bachelor's degree in finance, economics, business, technology OR equivalent work experience.Implement solutions for automation and process improvement.Perform research on corporate actions, cost basis, and pricing.

Cardworks services pittsburgh pa operations analyst manual#

Create and manage manual investment accounts by interpreting client custodial statements.

Maintain systems error logs and generate reports for Fort Pitt Department Heads.

Conduct data audits (daily, monthly, quarterly) for accuracy from Custodians and Recordkeepers.

Review and process interdepartmental requests using the Client Relationship Management (CRM) system. Responsible for job evaluations and the integrity of the Companys job leveling/grading structures, including maintenance of job descriptions, pay grades, job.

Process interdepartmental requests in the Portfolio Accounting System, including account opening, closing, investment model changes, and asset movements.Your meticulous attention to detail will be instrumental in conducting regular quality control checks, resolving issues to minimize operational risk, and creating solutions that increase the efficiency of the company. Are you ready to be part of an exciting journey in the financial services industry?Īs an Investment Operations Analyst, you will be at the heart of our investment operations, responsible for processing service requests with precision and maintaining the highest level of accuracy.