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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand, metro location, common operations title, and broad requirements drive high applicant density.
High due to banking-specific client reporting, regulatory and custody workflows limiting cross-industry transferability.
Moderate filters from preferred experience, SQL knowledge, regulatory sign-offs and UAT/project responsibilities.
Job Description
Structured overview of role & requirementsAbout This Role
Provide day-to-day operations support including record/documentation maintenance, account handling, and imaging in coordination with Operations Core Team.
Serve as liaison among operations staff, relationship managers, project managers, custodians, and clients to ensure smooth communication and delivery.
Manage multiple projects simultaneously focusing on regulatory client deliverables like legal statements, reports, advices, and client communications, including status updates and presentations.
Minimum Requirements
Bachelor’s degree or equivalent experience required.
Proficiency in Microsoft Office and working knowledge of SQL and database queries.
General knowledge of client reporting in the industry and competitors.
Work Experience Required: Previous relevant experience preferred but not explicitly quantified.
Ideal Candidate Profile
Experienced in supporting operations with a focus on client reporting and document management in a regulated environment.
Skilled in project coordination and capable of handling multiple concurrent projects with regulatory deliverables.
Able to communicate clearly and act as an effective bridge between technical teams and business stakeholders for prioritization and compliance.