Operations Support

New York, NY

Posted: 11/13/2018 Industry: FIN Consulting Job Number: 11584801
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Brokerage has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client' s investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities. 

The individual within Private Banking Loan Operations - Pledged Mortgage Operations (PM Ops), is responsible for processing the Pledged Asset Feature for our Home Loans Division and providing operational support for all related requests. The individual will be part of a team of specialists with responsibilities that include but are not limited to: 

- Reviewing client collateral and able to provide funding requirements to MS Private Bank 
- Client documentation management 
- Monitor and respond to servicing requests from Wealth Management branch offices 
- Participate in various testing initiatives and projects 
- Updating and maintaining department metrics 
- Escalation of issues to management 
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Skills Required 
- Strong knowledge of Microsoft Office 
- Strong writing skills 
- Ability to work well under pressure and to meet deadlines 
- Detail oriented and exceptionally organized 
- Excellent communication, organization and interpersonal skills 
- Ability to drive change and improve efficiencies on the team 
- Self-motivated and willing to assume responsibility 
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Skills Preferred 
- Excel VBA 
- SQL 
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