• Finance & Accounting
  • 32099 Jacksonville, Florida
  • Salary: $USD $70,000 – $100,000 / yr
  • Education: High School Diploma
  • Years of experience: 2-5
  • Skillset: Excel, Word, Power Point, Visio, Project, Oracle
  • Licensures: none
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PostMatches By WorkStaff USA

This is the first level operations managerial position. Performs all managerial functions, leads project work, and continually utilizes independent judgment. Provides day-to-day direction for a small unit or work team in a Wealth Management Operations function in a specific product area of unclaimed property.

Focuses on the day-to-day resolution of operations problems and execution of transactions which may require reviewing and authorizing G/L entries and payments, approving exception processing, etc.

Responsibilities may also include controlling workflow, performing routine management functions such as interviewing, training, performance planning, and coaching.

The role may also entail evaluation of regulatory and/or financial risks. This associate may review operational procedures and implement changes ensuring enforcement and adherence. Provides technical guidance to associates to resolve operational problems and may handle exceptional or sensitive transactions. Requires operations knowledge with work experience in the specific functional area or product line managed. Less than 50% of time is spent doing actual production work.

Typically 3-5 years of Operations experience with 1-2 years of supervisory experience.

Abandoned Property is responsible for ensuring Merrill Lynch is in compliance with 53 individual U.S. State and Territory laws when identifying and escheating unclaimed assets.

• Foster a strong control environment through multiple in-line Quality Assurance reviews, reporting routines, and Enterprise Independent Tests.
• Ensure Merrill Lynch’s compliance with 53 jurisdictional laws.
•Communicate (written and verbal) with various Merrill Lynch Lines of Business
•Communicate (written and verbal) with various Enterprise Control Groups (EPO, Compliance, Legal, Outside Counsel, Risk Governance)
•Communicate (written and verbal) with state regulators and their auditors
•Lead a team of 5-8 associates to ensure all team responsibilities are completed on-time and accurately

Required Skills: 

Must have previous experience as a team lead or supervisor
Experience with complex spreadsheets, including familiarity with formulas, macros, formatting, and data manipulation
Effective organizational and time management skills
Demonstrates attention to detail
Ability to work in a fast-paced environment
Ability to lead a small team to ensure deliverables are met
Customer Service skills
Desired Skills:

Strong understanding of Merrill Lynch Lines of Business and Operations
Collaborative mindset with an ability to partner with support teams to find resolution for inquiries
Ability to quickly learn with a strong ability to multitask
Career oriented teammate seeking to grow within the organization
Intellectually curious with a desire to identify and implement innovation
Ability to load, manipulate and process data using various data base tools
Microsoft Office application suite – Excel, Word, Power Point, Visio, Project, Oracle

More additional information to note:

What are the 3-4 non-negotiable requirements of this position?
Must have previous experience as a team lead or supervisor

Experience with complex spreadsheets, including familiarity with formulas, macros, formatting, and data manipulation

Effective organizational and time management skills Demonstrates attention to detail

Ability to work in a fast-paced environment Ability to lead a small team to ensure deliverables are met Customer Service skills

What are the nice-to-have skills?
Strong understanding of finance/brokerage

Collaborative mindset with an ability to partner with support teams to find resolution for inquiries

Ability to quickly learn with a strong ability to multitask

Describe how this position fits in your organization:
Abandoned Property is responsible for ensuring Merrill Lynch is in compliance with 53 individual U.S. State and Territory laws when identifying and escheating unclaimed assets.

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