Senior Analyst for Cloud Ops focused on maintaining critical GCP environments and leading incident resolution. Support improvements in infrastructure and collaboration with multiple teams.
SF
Hybrid Analyst, TA Operations
Posted last month
About the role
- Analyst role in transfer agent operations at Fidelity, focusing on customer transactions and operational processes. Collaborate with teams to enhance efficiency and quality standards.
Responsibilities
- Review and process customer transactions and account inquiries including but not limited to escalations
- Comply with all policies and procedures related to all aspects of TA Operations
- Ensure quality standards are enforced, met and compliant with regulatory mandates
- Ensure all key daily duties are performed timely and accurately
- Collaborate with aligning business partners to develop and create written procedures
- Ensure all procedures are updated to mitigate process risks
- Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
- Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs
- Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups
- Support and lead business initiatives and special projects
- Liaise with others to implement corporate strategy
- Cross train as needed
- Other duties as assigned by management
Requirements
- College Degree required and/or 7-10 years experience in Financial Service Operations
- Strong knowledge of transfer agent operational processes, project management and SEC regulations; Tax knowledge and experience a plus
- Effective written, verbal and listening skills
- Strong problem solving and decision-making skills
- Proficient in Microsoft office Word, Excel and other basic knowledge of other products within suite
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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