Risk Management Specialist
4 days ago
Job Overview
At JoCo, we are seeking a highly skilled Risk Management Specialist to join our wealth management team. As a key member of our team, you will play a crucial role in monitoring and managing metric and control data to ensure compliance with audit standards.
Key Responsibilities
- Analyze key insights from various WMS teams to identify potential financial risks to customers and the organization, and report exceptions and violations.
- Evaluate and optimize oversight processes to enhance efficiency, reduce manual tasks, and minimize financial risks.
- Track and assess proposed changes to internal systems.
- Assist with policy development and documentation.
- Contribute to and maintain the development of requirements.
- Provide recommendations to management for improving control reconciliations.
- Create data extraction methods and reporting tools using available systems for accurate data manipulation and reporting.
- Lead training initiatives for current team members.
- Complete additional responsibilities as required.
Requirements
- Bachelor's Degree in Computer Science, Accounting, or related field.
- 4+ years accounting or operations experience preferred, with a focus on data manipulation and technical efficiencies.
- Strong understanding of securities and Wealth Management accounting systems.
- Knowledge of accounting practices and principles, including reconciliation, trust accounting, and bond accounting.
- Proficiency in PC and software applications, including creating macros, writing extracts, and integrating worksheets.
- Training skills.
- Analytical and organizational skills.
- Excellent verbal and written communication skills.
What We Offer
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
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