Associate, Investment Operations & Administration, Boston, MA

Associate, Investment Operations & Administration, Boston, MA

Country: United States of America

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.  This is more than a strategic shift.  It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:
The Associate, Investment Operations & Administration has a broad knowledge of the business and acts as the first point of reference for day-to-day queries as well as serves as a liaison to related areas. They work on activities and projects involving committees and/or senior management and may sometimes include the end-client. The incumbent focuses on maintenance and implementation of policies and procedures, while building towards becoming an area expert.

• 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.

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's Degree or equivalent work experience: Business Administration, Finance, or Accounting or equivalent. - Preferred.

• 5+ Years Experience in Investment Industry either in Operations, Back Office support or field Financial Consulting or equivalent. - Required.

• 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.

Certifications:

• FINRA (Financial Industry Regulatory Authority): FINRA Series 7, Series 66 (or 63 & 65), Series 24 and Life and Health insurances - Preferred.

It Would Be Nice For You To Have:

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experience in Microsoft Office products.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

$63,750.00 USD

Maximum:

$110,000.00 USD

 

We Value Your Impact:

Your contribution matters and it’s recognized.  You can expect a fair and competitive rewards pa