Financial Operations Associate
About The Position
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 Title: Financial Operations Analyst Location: Denver, CO; Boston, MA; Braintree, MA or Kansas City, MO | Hybrid This person will facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund companies. This is an opportunity to be part of a close knit, collaborative, fun team with numerous opportunities for growth and advancement. Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time Why You’ll Love It At SS&C! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more!
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 and Business Casual Dress Code, including jeans
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical, Dental, Vision
- Employee Assistance Program
- Parental Leave
- Committed 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!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
