We are looking for: WEALTH MANAGEMENT OPERATIONS ANALYST
Ensure that all cash and positions are reconciled accurately and in a timely manner.
Resolve cash and position outages between banks / brokers / custodians and company platform.
Work with internal and external parties in order to resolve breaks and synchronization issues, identify root causes, and expedite resolutions.
Proactively work to develop processes and procedures that improve efficiency and accuracy.
Work on projects such as reporting, billing, and onboarding new advisory firms and their clients and prospects.
SKILLS, KNOWLEDGE AND EXPERIENCE:
Experience in financial services is preferred (3-5 years of experience ).
Experience working with Portfolio Accounting software is a plus.
Extreme attention to detail and a proven high level of data and work accuracy.
Exemplary problem-solving and organizational skills.
Communication Skills – Strong interpersonal, verbal, and written communication skills.
Knowledge of Microsoft Office applications. Proficiency in Excel strongly preferred.
Responsibility and Initiative – Ability to work independently in an efficient and reliable manner.
Proficiency in English
Bachelor’s Degree (Finance, Accounting, Business or Economics degree preferred)
Company Culture and Perks:
Casual work environment with fun, hard-working, and open-minded coworkers
Performance-based annual bonus
Supplemental Health Insurance
25 days of paid vacation
60 BGN of food vouchers per month
130 BGN of general shopping vouchers per month
Flexible PTO and work schedule
Stocked kitchen and weekly lunches
Paid gym membership
Cross Source LTD - Recruitment Agency (license № 2767 from 21.03.2019)
Phone: 0897 902220