Careers with Archer

Senior Operations Specialist

The Senior Operations Specialist position at Archer offers exposure to multiple functions within investment operations providing middle and back office support for our Institutional clients. The person in this role is responsible for transaction processing, new account onboarding, reconciliation, and providing exceptional client service. The Senior Specialist should possess critical thinking skills and independent judgement to complete or approve tasks, investigate or escalate issues and address client inquiries.

Responsibilities:

  • Establish new accounts and process account maintenance items
  • Investigate and resolve all cash and position exceptions across accounts
  • Validate and process transactions in client accounts
  • Execute daily control tasks
  • Identify and resolve complex issues with custodians, banks, and brokers with minimal supervision
  • Respond to various requests from intermediaries in a timely and professional manner
  • Act as a subject matter expert for core processes and assist with new hire training, as needed
  • Work with Archer technology team to complete root cause analysis on issues and discrepancies and help implement enhancements
  • Assist in firm-wide and or departmental projects, as needed

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