Responsibilities
Oversight of the processing and quality checking of a wide range of dealing transactions through internal systems, to regulatory and client standards
Day to day oversight of the document management process, ensuring that investors instructions are scanned into the workflow system accurately and timely
Investigate and resolve enquiries and exceptions, communicates with various internal departments, other banks and brokerage firms to resolve exceptions
Prepare financial reports ensuring conformity to skilled and regulatory requirements
Responsible for work flow distribution and the effective use of resources within the team
Provide on the job technical training and coaching for all team members and brief staff regularly on issues relating to work carried out by the team and current initiatives
Organize the work of the team, assign tasks, set short-term priorities, monitor all activities and ensure timely and accurate completion of the work
Ensure all procedures are kept up to date and are adhered to on a daily basis
Assist the Team Manager in establishing goals and objectives for the team
Generate process and system enhancement ideas and co-ordinate the introduction of these changes with supporting documented procedures
Conducts performance management and career development processes, and staffing and disciplinary actions
Knowledge
Excellent oral and written communication skills are required. The role will require the ability to deal confidently and articulately with internal and external counterparties
Analytical and problem solving skills are required
Leadership and organizational skills are needed to prioritize assignments and provide feedback to staff
Ability to set priorities and manage deadlines, escalating issues where necessary
Good team player, self-starter, versatile, with the ability to work under pressure with minimal supervision
Experience
A College or University degree and/or relevant work experience is required
Supervisory experience is desirable
Disclaimer: This job posting and location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Manager , Ta Bengaluru
🏢 Northern Trust
📍 Bengaluru
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