Operations Support Analyst
RCBC · Makati
Job description
About the role
The Operations Support Analyst ensures accurate reconciliation and monitoring of all booked investments within the Finacle Wealth Management System. The role supports Middle Office processes, liaises with product providers, and guarantees timely delivery of client statements and certifications.
Key responsibilities
- Perform preparer and backup checker functions for Middle Office processes.
- Liaise daily with wealth‑management product providers to reconcile completed transactions.
- Alert frontline teams to incomplete, missing, or incorrect transactions in FWMS.
- Follow up and escalate discrepancies to key personnel for resolution.
- Verify mailing instructions, bank confirmation requests, and certification requests for accuracy and proper signatures.
- Generate, print, and supervise dispatch of client statements, ensuring delivery within required TAT.
- Track documentary deficiency reports and maintain comprehensive filing.
- Escalate critical issues, regulatory concerns, or long‑standing discrepancies to the Operations Support Department Head.
- Participate in audit activities, submit recommendations, and track resolution of findings.
Required profile
- College graduate, preferably with a business background.
- Extensive knowledge of bank operations, products, and services.
- Experience in reconciliation work and exposure to customer service.
Required skills
- Finacle Wealth Management System (FWMS) proficiency.
What we offer
- Opportunity to work in a dynamic banking environment.
- Professional development through audit and compliance exposure.
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Published 3 hours ago
Expires 1 month from now
7 views · 0 applications
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RCBC
Makati