Job Summary
We are seeking a dedicated Process Specialist for our B&L team with 6 to 8 years of experience. The ideal candidate will have strong technical skills in MS Office and a background in wealth management solutions. This role involves optimizing processes ensuring compliance and enhancing operational efficiency to support our companys mission and societal impact.
Responsibilities
Lead process optimization initiatives to enhance operational efficiency.Oversee the implementation of best practices in wealth management operations.Provide expert guidance on subscription transfer and redemption processes.Ensure compliance with industry standards and regulatory requirements.Collaborate with cross-functional teams to streamline workflows.Analyze data to identify areas for improvement and implement solutions.Develop and maintain documentation for processes and procedures.Train and mentor team members on process improvements and best practices.Monitor and report on key performance indicators to track progress.Facilitate communication between stakeholders to ensure alignment on goals.Conduct regular audits to ensure adherence to established processes.Support the development and implementation of new tools and technologies.Drive continuous improvement initiatives to enhance service delivery.
Qualifications
Possess strong technical skills in MS Office.Have experience in wealth management solutions and operations.Demonstrate expertise in subscription transfer and redemption processes.Exhibit excellent analytical and problem-solving abilities.Show proficiency in developing and maintaining process documentation.Display strong communication and collaboration skills.Have a track record of leading process improvement initiatives.Be adept at training and mentoring team members.Ensure compliance with industry standards and regulations.Be capable of conducting regular audits and reporting on performance.Demonstrate the ability to drive continuous improvement initiatives.Possess a keen eye for identifying areas for operational enhancement.Exhibit a proactive approach to optimizing workflows.
Certifications Required
Certified Business Process Professional (CBPP) Wealth Management Certified Professional (WMCP)
