Finance Operations Support – Req 26-03281

About the role

About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry. The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate: $25-$26.67/Hr

Job Description:

• You will establish and maintain effective relationships in order to deliver world class service to internal teams across multiple securities-based lending products.
• Internal interaction to include supporting the department?
• Phone Hotline and answering email correspondence related to the firm
• Liquidity Access Line & Express Credit Line lending products.
• Internal client interactions are provided to Financial Advisors, Private Bankers, Branches, and other internal employees.
• Successful candidates will have an interest or familiarity in one or more of the following: AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management and Client Services. Primary Responsibilities:
• Support the LAL Telephone Hotline by responding to MS field inquiries such loan status, outstanding issues, and documenting the nature of the phone calls
• Meet Phone Performance Metrics such as Average Phone Handle Times, Quality/ Accuracy, Professionalism, Adherence to Phone Script
• Review loan application and servicing requests to ensure appropriate information has been provided to conduct a review within Service Level Agreements
• Communicate all missing information needed to progress the loans in the Pipeline
• Reconcile and process monetary transactions as needed including the review of daily reports
• Cross train and be willing to learn new functions outside of your immediate scope in order to flex and provide coverage as needed
• Train other new team members once you become proficient
• Ability to accomplish shared goals of the department and the bank
• Perform other related duties as assigned by management
• Skills and Experience: We are looking for resourceful and dedicated candidates with one to three years of work experience who possess the following attributes: Required:
• This is a hybrid position, 3 days in office attendance is required
• Ability to work Operational hours starting at 8:00 A.M. local time, including occasional weekends and overtime when needed
• Ability to balance multiple priorities, operating in a demanding and fast-paced environment while demonstrating flexibility, adaptability, and personal accountability
• Convey disciplined work ethic and have an enthusiastic can-do attitude while delivering white collar service
• Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
• Adaptable team player? Detail oriented and ability to adhere to strict timelines
• Strong organizational and time management skills? Ability to critically evaluate information gathered from multiple sources
• Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives
• Strong Microsoft Office skills
• Optional:
• Familiarity with the financial markets and current regulatory landscape
• Project management experience
• Business analysis skills

Please note that ApTask offers subsidized insurance coverage to our employees.

About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

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About finance at ApTask

Finance roles at ApTask cover the technology, operations, risk, and compliance functions inside banks, insurers, asset managers, and fintech firms. Our recruiters have placed into the specific trading, treasury, and regulatory-reporting platforms our clients run — Murex, Calypso, Bloomberg AIM, Aladdin, Charles River, and the major GL and consolidation stacks. Because financial-services engagements carry FINRA, SEC, and state-regulator scrutiny, every candidate placed through ApTask is fingerprinted, credit-checked, and background-verified against the client's specific compliance program before onboarding.