Associate
Summary
Performs routine back-office tasks like data entry, process monitoring, and issue resolution while coordinating with onshore teams to ensure deliverables meet deadlines.
Specific Duties and Responsibilities:
• Associate is to prepare, review and complete assigned processes and deliverables within a predetermined time set forth in the work allocation.
• Ensure sub processes pertaining to the assigned processes and deliverables are completed with accuracy
• Ensure that assigned deliverables are prepared and completed in conjunction to its reviewer schedule.
• Monitor completion of processes and deliverables in each process workflow.
• Workload must be planned for the day to identify issues and delays that may cause interruptions in the completion of deliverables.
• Associate is expected to properly communicate with onshore counterparts, custodians, brokers, administrators and regulatory agencies to query, escalate and resolve issues pertaining to the processes and deliverables assigned.
• All members should be aware and perform the standard procedure of a proper hand off, both offshore and onshore.
• Ensure completeness of process documentation.
• Any related process as required by both onshore and offshore teams.