Information Management Analyst

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Job Description:
This job is responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.

Responsibilities:

• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures

• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service

• Reviews and approves required account documentation

• Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units

• Maintains knowledge of operational processes and assists in training less experienced team members

Skills:

• Account Management

• Attention to Detail

• Customer and Client Focus

• Written Communications

• Analytical Thinking

• Oral Communications

• Prioritization

• Problem Solving

• Collaboration

• Recording/Organizing Information

• Research

• Result Orientation

Line of Business Job Description:

As part of Wealth Management Operations (WMO), Investment Information Management Organization, within Legal Operations team, this individual will be responsible for handling numerous legal matters at once, each of which may have a varying amount of time for completion and ensuring that confidentiality of all requests is maintained. The associate should proactively identify process improvements and efficiencies related to third party workflow and technology. This position requires the application of rules to varying circumstances and requires solid decision-making skills and independent judgment. The Document Retrieval team performs data and document retrieval activities.

Required Skills:

• Ability to gather client, advisory and/or employee related document requests for internal legal groups.

• Ability to handle multiple tasks, all with extreme attention to detail.

• Excellent organizational and communication (both written and verbal) skills are also a must.

• The ability to read and interpret litigation documentation and/or Legal's instructions for handling matters is required.

• Candidate must possess excellent follow-up skills and have a service mindset.

• Candidate must also be able to independently resolve issues arising out of third-party requests in order to effectively manage a heavy caseload while expediting the process in a timely and efficient manner.

Desired Skills:

• Legal experience a plus.

• Six Sigma training/experience preferred.

• Due to the amount of training required for functionality in this position, candidates must make a minimum commitment of one year in the position. 

• Microsoft Word, Excel, and Access experience required.

• Availability for overtime as required during high volume time periods.

Shift:
1st shift (United States of America)

Hours Per Week:
40

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