Finance Operations Support

• Business Management supporting CAO for TEMCO (Transformation, E*TRADE, Client Onboarding, KYC Ops) n within Wealth Management Operations
• Partner with Finance, Operations leads, and HR supporting Senior Leaders
• Strategic support for executive communications
• Manage complex processes and/or support significant process management/project efforts
• Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution
• Build and manage relationships with business unit partners, other *** infrastructure departments, and external contact points in Client organizations
• Maintain the financial health of the organization while responding to new challenges, including developing the annual budget and forecasts (eg: expense and headcount), managing vendor engagements (eg: contract negotiation, RFPs), and managing the hiring pipeline (eg: prioritization, approvals)
• Manage annual budget and liaise with Central WM Operations COO and Finance proactively to address new risks or changes in business priorities that may impact TEMCO (sub-silo) financials and organization.
• Execute group's vendor strategy by partnering with sourcing on bid process, reviewing task orders, on-boarding onshore / offshore consultants & tracking engagements to completion
• Manage & implement group's location strategy commitments
• Partner with recruiting & hiring managers to manage open requisitions & offer approvals
• Maintain transparency on the state of the organization through metrics, project plans, and status reports
• Create and develop executive-level presentations for meetings with Wealth Management business partners and senior Operations leaders and define business cases to drive key initiatives.
• Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment.
• Support recurring and ad hoc reporting & request

• Minimum 4-5 years experience supporting operations
• Fluency in excel and ppt
• Familiarity in financial forecasting, headcount and vendor management
• Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment- support recurring and ad hoc reporting
• Ability to take initiative and thrive in a collaborative, team environment
• Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures
• Ability to think commercially, understand the impact of initiatives, risks on the operational budget
• Ability to address non-standard issues within area of expertise
• Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
• At least 4-5 years relevant experience would generally be expected to find the skills required for this role
• Strong process management and analytical skills
• Highly proficient with Microsoft Excel, Word and PowerPoint to perform analysis and develop presentations for senior management
• Ability to take initiative and thrive in a collaborative, team environment.

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About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

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At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

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businessexcellence@aptask.com