AppleOne Employment Services
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Onsite, Boston location — 5 days a week. Job Responsibilities Execute routine fund servicing transactions, ensuring accuracy and adherence to established guidelines and procedures. Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations. Stay vigilant about cybersecurity practices, proactively detecting possible threats and deploying strategic measures to safeguard information and systems. Utilize active listening and questioning skills to understand and address client needs, fostering strong relationships and promoting deeper understanding. Contribute to continuous improvement initiatives, applying innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Candidate must have intermediate to advanced knowledge of Excel (formulas and pivot tables are a must). Deal with all clients and broker queries for automation purposes. Experience (academic or professional) in automation or process improvement will stand out; programming language knowledge is highly valued. Responsible for collateral reconciliation & transaction processing job setups end-to-end for clients globally from the Boston location. Set up reconciliation & transaction processing jobs accurately and efficiently against all core controls. Required Qualifications, Capabilities, and Skills Baseline knowledge or equivalent expertise in fund servicing operations, with a focus on executing process improvements. Proven ability to apply active listening and questioning techniques to address client needs effectively. Experience in continuous improvement initiatives, applying innovation and design thinking to enhance operational efficiency. Bachelor’s degree or prior work experience. Strong technical skills including accounting principles and theories. Knowledge of 40 ACTs Fund Accounting, Financial Reporting, and Tax Operations. Ability to be effective in a global operating environment and matrix management organizations. Ability to build and maintain effective working relationships with clients and counterparties. Quick learner for technical knowledge and systems (experience with Alteryx, Tableau, Xceptor, Reconciliation setups will stand out). Experience working with technical teams to streamline processes through automation and previous project work. Results-oriented; able to create and sustain a target-driven environment. Self-motivated with a flexible approach to working hours. Typical Day in the Role Handle all client and broker daily collateral activity. Work on enhancements using logic or mappings in internal systems and tools. Conduct investigations, make amendments for transaction processing and reconciliation functions for global clients. Communicate constantly with team members and internal/external stakeholder Top 3 Qualities in a Candidate Proactiveness — thinking ahead for potential solutions when problems arise. Strong analytical skills — able to investigate, assess, and resolve issues. Teamwork & communication — work effectively with internal and external teams. Seniority level
Seniority level Associate Employment type
Employment type Contract Job function
Job function Finance, Accounting/Auditing, and Analyst Industries Financial Services, Banking, and Investment Banking Referrals increase your chances of interviewing at AppleOne Employment Services by 2x Inferred from the description for this job
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| My purpose is clear: helping…
Location -
Onsite, Boston location — 5 days a week. Job Responsibilities Execute routine fund servicing transactions, ensuring accuracy and adherence to established guidelines and procedures. Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations. Stay vigilant about cybersecurity practices, proactively detecting possible threats and deploying strategic measures to safeguard information and systems. Utilize active listening and questioning skills to understand and address client needs, fostering strong relationships and promoting deeper understanding. Contribute to continuous improvement initiatives, applying innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Candidate must have intermediate to advanced knowledge of Excel (formulas and pivot tables are a must). Deal with all clients and broker queries for automation purposes. Experience (academic or professional) in automation or process improvement will stand out; programming language knowledge is highly valued. Responsible for collateral reconciliation & transaction processing job setups end-to-end for clients globally from the Boston location. Set up reconciliation & transaction processing jobs accurately and efficiently against all core controls. Required Qualifications, Capabilities, and Skills Baseline knowledge or equivalent expertise in fund servicing operations, with a focus on executing process improvements. Proven ability to apply active listening and questioning techniques to address client needs effectively. Experience in continuous improvement initiatives, applying innovation and design thinking to enhance operational efficiency. Bachelor’s degree or prior work experience. Strong technical skills including accounting principles and theories. Knowledge of 40 ACTs Fund Accounting, Financial Reporting, and Tax Operations. Ability to be effective in a global operating environment and matrix management organizations. Ability to build and maintain effective working relationships with clients and counterparties. Quick learner for technical knowledge and systems (experience with Alteryx, Tableau, Xceptor, Reconciliation setups will stand out). Experience working with technical teams to streamline processes through automation and previous project work. Results-oriented; able to create and sustain a target-driven environment. Self-motivated with a flexible approach to working hours. Typical Day in the Role Handle all client and broker daily collateral activity. Work on enhancements using logic or mappings in internal systems and tools. Conduct investigations, make amendments for transaction processing and reconciliation functions for global clients. Communicate constantly with team members and internal/external stakeholder Top 3 Qualities in a Candidate Proactiveness — thinking ahead for potential solutions when problems arise. Strong analytical skills — able to investigate, assess, and resolve issues. Teamwork & communication — work effectively with internal and external teams. Seniority level
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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