Operations Support Analyst

RCBC


Date: 2 weeks ago
City: Makati City
Contract type: Full time
Job Summary

  • Responsible for the efficient, effective and accurate reconciliation and monitoring of all booked investments in the Finacle Wealth Management System.
  • Ensures immediate closure of recon issues/items in order to fulfill the timely delivery of Statement of Accounts to Wealth clients.

How will you contribute?

  • Performs, prepares, & back-up checker functions of all Middle Office processes.
  • Directly liaise with various WM product providers to facilitate daily reconciliation of done transactions.
  • Calls the attention of the WM frontline for any incomplete, missing and incorrect transactions lodged in the Finacle Wealth Management System (FWMS).
  • Attains client satisfaction by ensuring that statement of accounts, certification and bank confirmations are accurate & correct, regularly generated, no printing delays, and delivered to the client or authorized recipient no later than the required TAT.

What will make you successful?

  • College graduate, preferably business course.
  • Experienced in doing reconciliation work & had exposure to customer service
  • Decision-making skills. Has attention for details and sense of urgency. Excellent oral and written communication skills.

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