This role offers a blend of business management support and hands-on operational tasks, helping to drive day-to-day efficiency, deliver key reporting, and assist with operational projects and initiatives.
Business Management
- Prepare and consolidate management reports, presentation decks, KPIs, and dashboards for management.
- Coordinate meetings, track action items, and maintain operational risk registers.
- Support strategic initiatives and regulatory projects by gathering requirements and monitoring deliverables.
- Support onboarding/offboarding procedures, invoicing and ad hoc tasks.
Operations Support
- Provide day-to-day support across core private banking operations processes (payments, settlements, reconciliations, client onboarding, etc.).
- Assist in issue tracking, escalation management, and service level monitoring.
- Help identify process gaps and propose solutions for operational efficiencies.
Requirements:
- 1–3 years’ experience in banking operations, business management, or project management support (preferably in private banking)
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
- Good analytical skills and experience working with data (Excel, PowerPoint).
- Comfortable with numbers and possess strong analytical skills to investigate financial deviations and drivers. Strong Excel competency is a plus.
- Willing to learn and take on additional challenges.
- Clear communication skills and the ability to work effectively across teams.
- Familiarity with operational risk, controls, and regulatory considerations is a plus.
Salary: $5,500 Per Month