Risk Management Specialist

4 days ago


Reston, Virginia, United States JoCo Full time

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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