Analyst at ApTask

Baltimore, MD

About the Job

About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate Range: $20-$21.34/Hr

Job Description:

The Asset Servicing Associate serves as a subject matter expert in regard to Corporate Actions for Client Wealth Management.
The ability to ensure timeliness and quality of corporation action announcements; generating appropriate bookkeeping entries for entitled holders, reconciliation and resolution of residual differences.
Applicants should have the ability and drive to provide exception service for Client Financial Advisors, their Support staff, and other Operational counterparts.
Other responsibilities would include risk analysis and mitigation, assisting in process improvement initiatives, process documentation, compilation and distribution of various management and regulatory reports.

Skills Required:

Strong written and oral communication skills
Strong interpersonal and service skills
Data Integrity and Validation (ability to identify anomalies and potential risk)
In addition, an individual should understand process drivers and elements of risk inherent to specific processes; Works to augment and enhance technical skills as needed.
Client impact: An understanding of how an individual's processes impact the overall client experience; Provides input in defining client needs and implements solutions; Correspondence to client inquiries (both internal and external clients) occurs in a timely and professional manner.
Communication Skills: The ability to express ideas clearly, demonstrating the capacity to communicate effectively both verbally and in writing.
Ownership and initiative: The ability for an individual to work independently without supervision. Is accountable for individual assignments and element of team results. Possess the ability to create and implement ideas that lead to positive change. Seeks involvement on projects/responsibilities outside immediate scope of responsibilities.
Critical thinking and active learning: Ability to identify basic problems and establish new solutions; Taking ownership of one's career by supplementing knowledge and skills both on the job and in the classroom.
Efficiency and teamwork: The ability to complete tasks in a timely and accurate manner, utilizing available tools to expedite the process. Contribute analytical capability and/or knowledge and experience to problem resolution and idea generation.

Skills Desired:

Working knowledge of Client systems and policies
In-depth knowledge of Asset Servicing processing routines, systems, and methods for all functions.
Sound reconciliation, specifically relating to general ledgers and analytical skills with understanding of systems dependencies and downstream financial impact.

Top Skills:

Analytical skills
Ability to multi-task
Works well in a team environment (team player)

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:
Join ApTask, a global leader in workforce solutions and talent acquisition services, as we shape the future of work. We offer a comprehensive suite of offerings, including staffing and recruitment services, managed services, IT consulting, and project management, providing unparalleled opportunities for professional growth and development. As a member of our dynamic team, you'll have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success for our clients across diverse industries. If you are passionate about excellence, collaboration, and innovation, and aspire to make a meaningful impact in the world of work, come join us at ApTask and be a part of our mission to empower organizations to thrive.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com