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PNC · 4 weeks ago

Operations Specialist Sr (Asset Management Group)

OH - Cleveland (44135)

Full-time

Hybrid

Mid, Senior Level

$37K/yr - $64K/yr

1+ years exp

PNC is a leading financial services company that values its employees and fosters an inclusive workplace culture. The Operations Specialist Sr role involves managing complex transactions and ensuring accurate processing of fees for the Asset Management Group, while also providing consultation and training to team members.

BankingFinanceFinancial Services

No H1B

Responsibilities

Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas

Reconciles complex transactions of high risk and financial value in accordance with established policies and procedures. Identifies and addresses exceptions and serves as a point of escalation for complex transactions. Partners internally with service partners to route calls, documents or other action items to complete transactions. Interacts with external customers to complete transactions

Ensures the appropriate materials, documentation and capacity are available to complete transactions

Provides consultation and advice to internal and external customers. Reviews existing processes, recommends improvements and drives implementation. Serves as a subject matter resource for process improvement projects. Trains and onboards new hires

Reviews transactions and related documents and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable procedures. Reviews reports to identify exceptions, monitor quality and ensure compliance. Participates in risk mitigation activities

Qualification

ExcelFee CalculationProcess ImprovementFund AccountingRisk MitigationCustomer SolutionsManaging Multiple PrioritiesEffective CommunicationProblem SolvingAttention to Detail

Required

High attention to detail

Critical thinking skills

Analytical skills

Intermediate to advanced Excel skills (formulas, queries, v-lookups, index matches, tables)

Problem solving skills

Ability to continually multi-task and re-prioritize

Organizational skills to meet deadlines

Effective communications skills

Comfortable interacting with individuals across many departments and hierarchies

Prior fund accounting, sub-accounting, securities or trust experience is highly desired but not required

University / college degree with < 1 year of professional experience and/or successful completion of a formal development program

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered