Associate, Investment Operations & Administration, Boston, MA jobs in United States
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Santander Bank, N.A. · 3 hours ago

Associate, Investment Operations & Administration, Boston, MA

Santander Bank, N.A. is a global leader in the financial services industry, evolving into a technology-driven organization. The Associate, Investment Operations & Administration serves as a key point of reference for day-to-day queries, focusing on maintenance and implementation of policies and procedures while building expertise in the area.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Acts as an escalation point of contact for client issues or inquiries
Serves as a key subject matter expert and may oversee a small team as player/coach
Establishes, builds & maintains effective working relationships with key partners internal and external to the organization
Seeks to understand client’s business needs and deliverables
Responds to client issues, anticipates client needs
Drives the engagement of other partners as appropriate to solve client inquiries/issues
Identifies potential risks
Seasoned professional contributor with full ownership for one or more processes, projects or procedures
Works independently with limited supervision

Qualification

Investment Industry ExperienceOperational KnowledgeBusiness Process ImprovementStandard Operating ProceduresProblem ResolutionEffective CommunicationAttention to DetailMicrosoft Office ExperienceClient Relationship ManagementRisk IdentificationTeam LeadershipTime Management

Required

5+ Years Experience in Investment Industry either in Operations, Back Office support or field Financial Consulting or equivalent
Thorough working knowledge of the operational aspects of transactions and products
Knowledge of and ability to design, implement and evaluate standard operating procedures affecting daily and strategic business operations in order to increase operational efficiency
Knowledge of business process improvement tools and techniques and ability to understand, monitor, update, or enhance existing business or work processes
Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy
Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
Knowledge of and ability to bring a reported problem to successful resolution
Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations

Preferred

Bachelor's Degree or equivalent work experience: Business Administration, Finance, or Accounting or equivalent
FINRA (Financial Industry Regulatory Authority): FINRA Series 7, Series 66 (or 63 & 65), Series 24 and Life and Health insurances
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Experience in Microsoft Office products

Benefits

Fair and competitive rewards package
Benefits are designed to support you, your family and your well-being

Company

Santander Bank, N.A.

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At Santander Bank, it’s our mission to help people and businesses prosper.

H1B Sponsorship

Santander Bank, N.A. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (44)
2024 (36)
2023 (61)
2022 (66)
2021 (78)
2020 (69)

Funding

Current Stage
Late Stage
Total Funding
$75M
Key Investors
Wind Turbine & Energy Cables
2020-01-22Debt Financing· $75M

Leadership Team

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Pierre Habis
Chief Consumer & Digital Transformation Officer
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Company data provided by crunchbase