Senior Document Operations Manager
3 weeks ago
About TresVista
TresVista is a global enterprise with a diversified portfolio of services that enables its clients to optimize their resources through an offshore capacity model. Our services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.
We have more than 1,800 employees across offices in North America, Europe, and Asia, providing high-caliber support and operating leverage to over 1,000 clients worldwide, including asset managers, advisors, corporates, and entrepreneurs.
Department Overview:
The Document Team Lead will be part of the Design team at TresVista. The role involves working closely with the operations team to enhance the output of documents and presentations for clients. The primary goal of this department is to provide graphic and document support to clients for their marketing and internal deck designs.
Key Responsibilities:
- Oversee the execution team comprising Document Analysts and Specialists
- Provide guidelines on complex projects and overall project execution
- Communicate seamlessly with the Financial Services and Document teams
- Manage daily staffing and conflicts within the team
- Communicate complex briefs and concepts to the Document team and set expectations around them
- Work allocation support documents to manage time effectively and meet business demands
- Prepare drafts and present ideas to deliver projects as per client deadlines
- Participate in calls with the Financial Services teams and clients
- Maximize quality for all project deliverables and maintain an average project feedback score of 4+
Operational Duties:
- Provide leadership, motivation, and mentoring to align the team with departmental goals and ensure a robust performance management structure
- Ensure final documents and layouts are visually appealing according to client branding
- Perform quality control checks at all stages
- Ensure the team meets its monthly and annual objectives
- Update training materials based on new technology and business requirements
Requirements:
- Able to prioritize workload and meet deadlines
- Strong execution and managerial skills
- Focused and detail-oriented
- Excellent communication skills
- Proficient in MS Office/Presentation Skills
- Open to feedback and suggestions
- Good time management and multitasking abilities
- A desire for excellence and ability to make quick decisions
- Ability to upskill self for effectively managing processes
- Ability to judge new hires on technical grounds in the first round of interview
Technical Requirements:
- Expert level in MS Office (Word, PowerPoint, and Excel)
- Knowledge of Photoshop, Illustrator, and InDesign would be beneficial
Experience:
4-10 years of relevant work experience, preferably in the financial services industry, with 2-3 years of people management experience
Education:
Bachelor's degree or equivalent
Compensation:
The compensation package will be competitive, with an estimated salary range of $90,000-$120,000 per annum, depending on location and experience.
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