Job Description Summary

The Analyst is responsible for participating on an operational team that supports our clients. They help our clients grow by completing daily workloads in an accurate and timely manner. The Analyst will demonstrate the ability to support one or more of the following functions: Account Services, Alternative Investments, Cash Management, Client Communications, Conversions, Corporate Actions, Mutual Funds, Settlements, Stock Receipts, Tax, Trading and Transfers. Other responsibilities may arise as part of our ever-evolving work environment.

Responsibilities:

• Review documentation and process requests
• Analyze information to ensure high level quality
• Interface with a variety of systems and departments to resolve tasks
• Identify process improvement opportunities

Qualifications:

• HS Diploma
• 0-1 years experience in an office environment required