Middle Office Specialist

Responsibilities

• Serve as back-up technical support for tickets and day-to-day work requests.
• Strong working knowledge of Trust/Middle Office for serving as research czar and subject matter expert.
• Utilizes strong written and verbal communication skills to prepare and deliver a variety of reports that identify trends, assess training needs, and benchmark client experience.
• Inspects department work for quality assurance and improvement purposes.
• Able to serve in a back-up capacity for areas of need within the team.
• Continuous Improvement: Identify opportunities and make recommendations to standardize and improve procedures and processes to enhance and streamline Middle Office.
• Ensure timely feedback and prioritization of responsibilities assigned by manager.
• Takes initiative with a positive and proactive approach to enhance client experience through direct associate feedback, coaching and mentoring.

Qualifications and Education Requirements

• 5+ years’ experience in Trust operations, Bank operations or related wealth management field in an analytical role.
• Prior work experience with FIS Trust Desk system preferred.
• Strong data analytics skills, system admin support experience, or similar technical background preferred.
• Proficient in MS Office products.
• High attention to detail with exceptional communication skills.
• Strong analytical, problem solving, organizational and time management skills required.