OPERATIONS MANAGER

LEADING FINANCIAL SERVICES FIRM IS IN NEED OF AN EXPERIENCED OPERATIONS MANAGER TO BE RESPONSIBLE FOR A GROUP OF 7 EMPLOYEES THAT PROCESS PORTFOLIO ADMINISTRATION FUNCTIONS FOR THEIR MONEY MANAGER CLIENTS. THE GROUP IS RESPONSIBLE FOR PERFORMANCE REPORTING, CUSTOMER TRANSACTION REQUESTS, CORPORATE ACTION EVENTS, RECONCILLIATIONS, AND BROKERAGE ACCOUNT STATEMENTS.  THE MANAGER WILL ASSURE THAT THE WORK IS BEING PROCESSED IN A TIMELY FASHION AND THAT THE CLIENTS ARE RECEIVING EXCELLENT SERVICE. THERE WILL ALSO BE EXTENSIVE INTERACTION WITH THE CLIENTS, AS WELL AS THE VENDORS AND THE INTERNAL GROUPS OF THE FIRM THAT INTERFACE WITH THE GROUP.  THIS IS A MANAGEMENT POSITION AND THE INDIVIDUAL IN THIS POSITION WILL ALSO BE INVOLVED IN WORKING WITH SYSTEMS ENHANCEMENTS AS WELL AS IMPROVING THE INTERNAL PROCESSES OF THE GROUP. QUALIFIED CANDIDATES MUST HAVE AT LEAST 7 YEARS EXPERIENCE  IN A FINANCIAL SERVICES FIRM WORKING IN A PORTFOLIO ADMINISTRATION  AREA DEALING WITH THE ABOVE FUNCTIONS WITH AT LEAST 2 YEARS MANAGING A STAFF.  KNOWLEDGE OF ALL PRODUCTS- EQUITIES, FIXED INCOME, ANNUITIES AND MUTUAL FUNDS AS WELL AS PORTFOLIO OPERATING SYSTEMS, SUCH AS BLOOMBERG, APL, PORTIA, ADVENT. EXCELLENT VERBAL AND WRITTEN COMMUNICATION SKILLS ARE A MUST. QUALIFIED CANDIDATES SHOULD SUBMIT THEIR RESUME IN A WORD DOCUMENT FORMAT TO VMCLAREN@ADDISONSEARCH.COM .