Operations Coordinator Jobs

About The Position

Requirements

• Bachelor's degree in Finance, Business, or related field or an equivalent combination of education and experience.
• Seven years of job related work experience and/or administrative support experience.
• Strong analytical skills
• Good verbal and written communications skills
• Interpersonal and customer service skills
• Good attention to detail
• Proficiency using word processing and spreadsheet software programs

Responsibilities

• Manages and coordinates alternative fund administration for internal fund strategies.
• Works with outside fund administrator to deliver timely reporting on NAV packages, capital calls, and financial reports.
• Operates independently (with minimal direction) in owning the relationship with outside administrator and external fund contacts.
• Resolves issues and implements controls.
• Works with investment team to provide performance attribution, fact sheets, and participate in initial and ongoing due diligence.
• Administers movement of asset holdings, cost basis adjustments, and market value changes within client accounts, ensuring proper documentation is in order for new assets bookings, asset transfers, loans, and adjustments.
• Acts as the primary point of contact for customer account inquiries, resolving complex account issues promptly, including asset movement, dividend posting, and other transactions.
• Conducts charitable gifting accurately and efficiently.
• Reconciles quarterly dividend postings, coordinates with vendors, internal stakeholders, and clients.
• Assists in pricing updates for unique assets on a monthly, quarterly, or annual basis.
• Assists in booking unique assets for consolidated reporting upon client request.
• Monitors daily disbursements, collaborating with family office specialists to prevent account overdrafts.
• Coordinates information collection and paperwork processing for account opening, closing, and asset transfers.
• Initiates outgoing wires to external money managers.
• Provides administrative support for various wealth management activities.
• Collaborates with TFO Investments in scheduling annual due diligence calls and meetings with external managers.
• Organizes due diligence documentation and assists with investment committee meetings.
• Supports TFO Operations Manager in audit requests, policy clarification, and compliance committee tasks.
• Maintains documentation and assists in audits and process improvements.
• Leads efforts in support of logistical, operational and administrative functions for unique TFO offerings including the Bay Avenue Hedge and Opportunity Funds and Synovus Donor Advised Funds.
• Leads project management, task coordination, resource management, and project lifecycle oversight with internal and external partners, including TFO, Synovus Trust Company, and Compliance.
• Provides daily administrative support to various teams, including word processing, spreadsheet creation, meeting scheduling, and document scanning.
• Prepares presentations for meetings as needed.
• Serves as a point of contact for IT and backup for technology support issues including logistical set-up of laptops and other devices.
• Provides instruction and assistance in troubleshooting system issues.
• Participates in special projects as assigned by senior management, ensuring timely completion and quality work.
• Stays aware of risks within the area of responsibility, following policies, procedures, laws, regulations, and risk limits specific to the role.
• Applies critical thinking and expertise in risk management and compliance.
• Reports any known or suspected violations promptly to the appropriate company authority.
• Observes all policies, procedures, laws, regulations and risk limits specific to their role.
• Raises and reports known or suspected violations to the appropriate Company authority in a timely fashion.
• Performs other related duties as required.