Project Management - Associate

Job Description

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Project Management Associate within the national branch team, you will coordinate the escheatment process outreach, manage cases for terminated advisors, handle rejected money movements, track and ensure compliance with penny stock procedures, and conduct EVP escalations resolutions. You will also serve as a backup for other critical processes, engaging directly with Advisors and Field Leaders to perform key tasks as part of the national branch book of work. You will work with market directors and regional directors to resolve queries, manage mailboxes, and report critical tasks for control requirements. You will influence partners to promote process improvement and collaborate with global teams to meet reporting and control task requirements. Job Responsibilities Perform key tasks assigned as part of national branch book of work Work with market directors and regional directors to resolve queries Ensure mailbox management and reporting of critical tasks for control requirements Influence internal and external partners and promote process improvement Collaborate with global teams and SMEs to ensure adhoc requirements are met for reporting requirements and control task Update accounts to add or remove assigned restriction code Perform other need based remediation, reporting, reconciliation activities which support the field leaders Required qualifications, capabilities, and skills Minimum 5 years experience with transaction processing, query resolution, stakeholder reporting and MIS Customer service experience and strong understanding of operational controls Experience working with multiple global stakeholders in a banking or financial services function Strong problem-solving skills and relationship management skills Strong written and verbal communication skills Hands on experience working with large data Preferred qualifications, capabilities, and skills Bachelor s degree required, CFA/CMA/CA/MBA (Operations) an advantage Excellent communication (verbal and written) skills Proficiency in Microsoft Office (especially Excel and PowerPoint) Experience in using Data extraction and Data analysis