Financial Operations Associate

SS&C Technologies • Boston, MA

1d • Hybrid

About The Position

SS&C is a leading financial services and healthcare technology company, headquartered in Windsor, Connecticut, with over 27,000 employees across 35 countries. The company serves approximately 20,000 financial services and healthcare organizations, ranging from large corporations to small and mid-market firms, providing expertise, scale, and technology solutions. This role involves facilitating money movement for clients, reconciling client bank accounts, and researching exception items for various fund companies. It offers an opportunity to join a collaborative and supportive team with significant potential for growth and advancement. The position requires a willingness to work on-site at least 6 days per month and adhere to working hours of 8 AM – 5 PM Central Time.

Requirements

• Bachelor’s degree or equivalent experience.
• Must have 2+ years experience in financial services, banking, reconciliation, accounting etc.
• Excel proficiency.
• Ability to communicate clearly and effectively, both verbally and in writing.
• Attention to detail and ability to trace problems to their source and see resolution through to completion.
• Successful colleagues are self-motivated, take ownership of issues, recommend solutions, and appropriately apply relevant procedures.
• Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time.

Responsibilities

• Responsible for reconciliation, share/cash reporting, entering/releasing wires in various banking systems and other team functions.
• Quality control of manual outgoing wires
• Will be escalation point for more complex functions.
• Follows workflow priorities and ensures all processing standards and client needs are met.
• Performs quality checks by auditing work performed.
• Develops and implements process improvements.
• Minimizes open items by conducting root cause/trend analysis and works with internal teams to reduce/eliminate recurrence.
• Documents processes and procedures.
• Trains and guides associates within direct team by sharing job knowledge and best practices

Benefits

• Hybrid Work Model
• Business Casual Dress Code, including jeans
• 401k Matching Program
• Professional Development Reimbursement
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical coverage
• Dental coverage
• Vision coverage
• Employee Assistance Program
• Parental Leave
• Commitment to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Hands-On, Team-Customized Training, including SS&C University
• Discounts on fitness clubs, travel and more!
• discretionary bonus
• equity awards, such as restricted stock units or stock options

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level