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BNY · 2 days ago

Operations Analyst (contract)

Lake Mary, FL

Contract

Onsite

New Grad, Entry Level

$24.74/hr - $30.93/hr

BNY Mellon is a leading global financial services company that empowers individuals to grow and succeed. The Operations Analyst role focuses on processing ACAT and Non-ACAT transfer requests, requiring operational experience and attention to detail while coordinating with various stakeholders.

Financial Services

Responsibilities

Account Transfer Processing: Process ACAT and Non-ACAT transfer requests in compliance with regulatory and company policies, including manual and electronic reviews

Documentation Review & Quality Control: Review transfer documentation for completeness and accuracy, ensuring quality standards are met prior to submission

Cross-Functional Coordination: Coordinate with clients, custodians, broker dealers, and internal departments to facilitate timely and accurate asset transfers

Issue Resolution & Follow-Up: Resolve discrepancies and transfer-related issues, conduct transfer follow-up calls, and provide timely status updates to clients and stakeholders

Workflow & Volume Management: Manage high daily volumes (100–200 transfer items per day), handle ad-hoc requests, and maintain detailed records across multiple inboxes

Compliance & Audit Support: Maintain accurate records, support audit and compliance requirements, and ensure adherence to regulatory transfer standards

Qualification

ACAT transfer knowledgeNon-ACAT transfer knowledgeAttention to detailFinancial services experienceOperational systems proficiencyDocument review experienceBrokerage operations familiarityOrganizational skillsCommunication skillsInterpersonal skills