Financial Operations Specialist

hace 1 semana


Xico, México Citi A tiempo completo
Job Summary

Citi is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our operations team, you will be responsible for providing day-to-day operational support to our business units.

Key Responsibilities
  • Implement and maintain financial operations procedures and processes to ensure accuracy and efficiency.
  • Provide administrative and operations coordination for various financial products and services.
  • Serve as a liaison between operations staff, product managers, relationship managers, portfolio managers, custodians, and clients.
  • Support activities dealing with record/documentation maintenance, storage & retrieval, account opening, imaging and administering/maintaining client accounts.
  • Follow established procedures to complete complex assignments under limited supervision.
  • Assist in resolving problems that require minimal investigation or research.
  • May have direct interaction with Senior managers, to disseminate or explain information.
  • Train new hires within work unit.
  • Duties include Workflow Management and interaction with other departments, as well as basic analysis and research.
Requirements
  • 1-3 years relevant experience in financial operations, accounting, administration, or finance.
  • Demonstrates technical/administrative expertise.
  • Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function.
Education

High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.



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