*Hybrid* Financial Operations Supervisor

Vaco, LLC


Date: 11 months ago
City: Dublin, OH
Contract type: Full time
  • Lead associate responsible for decision-making and proactive action as it relates to daily client communication related to trade processing.
  • Ensure available cash for Fed Wires, developing relationships and working with custodian bank as needed.
  • Ensure 100% accuracy of new account applications, transactions, cash movements (i.e. wires) and statements.
  • Ensure daily cash reconciliations are accurate and timely, and manage the aging of reconciliation items.
  • Provide guidance to ensure all departments’ daily/back-up processes are completed by required deadlines.
  • Ensure timely and accurate sales and management reporting.
  • Consistently comply with all regulatory/compliance rules
  • May be lead associate on any/all technical requests/training using Excel and SQL programming.
  • Primary associate to manage database testing, conversions, and online processing.
  • Prevent and resolve any/all client operational issues quickly
  • May serve as a back-up on inbound client calls.
  • Serves as the back-up to the Supervisor.

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