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Senior Operations Specialist

2 months ago

Berwyn, United States Archer Full time
About Archer:

Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for growth. Archer has deep and broad-based experience working with asset managers, creating customized solutions to help them swiftly launch new products, streamline operations, and enter new distribution channels.

Archer is a portfolio company of LLR Partners, a lower middle market private equity firm based in Philadelphia.

General Job Description:

The Sr. Operations Specialist position at Archer offers exposure to multiple functions within investment operations providing middle and back office support for our clients. The Sr. Operations Specialist role is primarily responsible for transaction processing, new account onboarding, quality control checks, and providing exceptional client service. This is a hybrid position.

Responsibilities:
  • Establish new accounts and process account maintenance items
  • Validate and process cash transactions in client accounts
  • Execute daily control tasks
  • Validate New Accounts, Account Maintenance Transactions and Cash Flows to ensure accuracy
  • Respond to various requests from intermediaries in a timely and professional manner
  • Act as a Subject Matter Expert for Core Processes
  • Assist with New Hire training as needed
  • Think critically and exercise independent judgement
  • Process development and innovation - develop, refine, and implement processes with a focus on improving efficiency and leveraging technology tools and automation.
  • Participate in department projects as needed
Position Requirements/Desired Skills:
  • Bachelor's degree in business, finance, or related field preferred
  • 5-10 years's experience in a related capacity, industry knowledge required
  • Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
  • Experience working under tight timelines, producing accurate results, and mitigating risks
  • Strong verbal and written communication skills required to interact with both internal and external parties
  • Demonstrate aptitude in troubleshooting, strong analytical, research, and problem-solving skills as well as attention to detail
  • Team player with a positive attitude who can effectively train and share knowledge with others
  • Excellent technical skills, specifically with Microsoft Office products with an ability to quickly learn new software applications, specifically proprietary systems