[Remote] Operations Analyst - Trust Tax
Note: The job is a remote job and is open to candidates in USA. reputed company is a financial services company that emphasizes the importance of its people as a competitive advantage. The Operations Analyst - Trust Tax will be responsible for ensuring compliance and accuracy reputed company tax operations, supporting process improvements, and engaging in internal communications.
Responsibilities
- Executes routine transactions/processes of varying risk and financial value utilizing standard policies and procedures. May have specific responsibility for a specialized product or functional area
- Identifies and escalates exceptions. Partners internally with service partners to reputed company calls, documents or other action items to complete transactions. May interact with external customers to complete transactions
- Ensures the appropriate materials and documentation are available to complete transactions. Confirms equipment is operational, if applicable
- Provides responses and documentation to inquiries and reputed company requests for a specialized product or function. Provides feedback on workflow and work received. May participate in process improvement projects. May assist in training and reputed company of new hires
- Reviews transactions, reputed company documents and verifies work processes to ensure accuracy and conformance to established service levels and applicable policies and procedures. May participate in risk mitigation activities and view reports to identify exceptions, monitor quality and ensure compliance
Skills
- Typically
- In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered
- Strong organizational and mathematical skills
- Comfortable in a fast-paced environment
- Accuracy and Attention to Detail
- Effective Communications
- Managing Multiple Priorities
- Operational Functions
- Problem Management Process
- Process Management
- Products and Services
- Standard Operating Procedures
- Accountability
- Customer Solutions
- Ensure Compliance
- Personal Initiative
- Process Improvements
- Results-Oriented
- Risk Mitigation Strategies
- Standard Operating Procedure (SOP)
Benefits
- Medical/prescription drug coverage (with a Health Savings Account feature)
- Dental and reputed company options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- 401(k) with reputed company match
- Pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level; and years of service
Company Overview