Global Financial Services Coordinator

1 week ago


Bengaluru, Karnataka, India Northern Trust Corporation Full time
About Northern Trust:

Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Our company is committed to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

Key Responsibilities:

As a Financial Transaction Specialist, you will be responsible for ensuring timely and accurate completion of work. You will follow up on queries between IMLG and Investment Managers, focusing on the resolution of complex transactions where expertise is required to interpret policies, guidelines, and processes. You will ensure daily tasks are completed on time and accurately, analyze and procedurally competent, representing the team on cross-functional process or project deliverables.

Major Duties:

• Process all transactions
• Review and verify accuracy of data/duties and proper authorization of payment
• Maintain updates and retrieve departmental reports, resolving problems encountered without breaching the SLA
• Ensure accuracy and timeliness of filling group email as well as complying with SLA and regulations
• Focus on resolution of complex transactions, where expertise is required to interpret policies, guidelines, and/or processes
• Prepare and maintain complete documentation and procedures on the process to support individual and create needful documents for new comers
• Train new partners
• Proactively researches and resolves problems encountered with performing daily tasks and refer more complex problems to manager or team leader at the timely manner
• Responds to inquiries regarding exceptions via eRM, emails, swifts, and other reports, maintaining and keeping manager or team leader up-to-date on all relevant issues; escalating any issues as appropriate
• To have sufficient knowledge on FX basic trade flow and settlement method
• Act as central source of contact in researching and resolution of issues with minimum help of team leader or manager
• Assist Team Leader in the day-to-day functioning
• Any other duties that may be assigned by the management from time to time

Tools and Applications:

• Fundmaster
• EDM
• CLS
• MTS
• Murex

Qualifications:

Minimum 24 months experience in current role

Knowledge/ Skills:

• Excellent written and oral communication skills
• Possesses good communication and analytical skills
• Proven ability to build strong relationships with partners on-site/across business lines/juniors and seniors
• A proactive approach to problem-solving, taking ownership of issues and having the determination to follow through. Escalating issues as appropriate
• A client-focused approach
• Possesses working knowledge of MS Office
• Exposure and understanding of Risk, Audit, and Compliance factors
• Knowledge of Capital Markets with exposure to Hedge funds/Private Equity/Comingled Funds/Fund of Hedge Funds

Experience:

Sustainable performance demonstrated through examples/evidence, the above-listed core skills, and competencies in the current role over a period of 24 months
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