Monetary Control Operations
About The Position
Monetary Control Operations for Rockefeller Capital Management, based in Hamilton, NJ, is responsible for various aspects of Monetary Control Operations including but not limited to: Client transaction review and processing Collateral monitoring of $4BB security-based lending offering Control reporting and enforcement of client trade and non-trade commitments Asset Control projects geared towards advancing efficiency, risk mitigation and business enablement Direct support of Private Advisor Teams, Branch Office Leadership, Rockefeller Trust Company inquires and escalations
Requirements
- 3+ years of Operational or Service experience, required
- Bachelor’s degree or equivalent work experience preferred
- Ability to succeed in a fast-paced, dynamic, and evolving organization
- Banking or financial services experience preferred
- Security-based lending (Margin and Non-purpose Lending) experience preferred
- Highly motivated, self-starter that possess the ability to work independently and has a desire to drive operational excellence
- Acute attention to detail
- Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines
- Must be able to work well under pressure and exercise sound judgment and adhere to all regulatory and compliance requirements
- Detailed working knowledge of MS Office Suite tools
- Experience collaborating with a team to achieve a common goal
- A creative and analytical thinker with an execution mindset passionate about identifying opportunities and driving change
- Intellectually curious, high energy, driven, ambitious
- Adaptable, comfortable in ambiguity
- Outstanding communication (written and verbal); exceptional interpersonal abilities, team player, works well across teams
Nice To Haves
- Bachelor’s degree or equivalent work experience preferred
- Banking or financial services experience preferred
- Security-based lending (Margin and Non-purpose Lending) experience preferred
Responsibilities
- Review transaction documentation for accuracy, completeness, and compliance with RCM policies and procedures
- Respond to service inquiries and provide tutorial support for front office and home office teammates with questions related to transaction processing
- Review inflight transactions for compliance with internal / external policies and regulations
- Create and review control reporting and escalate issues for resolution
- Produce team metrics and report trends to senior management
- Participate in project management functions including requirements gathering, testing, and communication planning and execution
- Research fraud claims and work with internal/external partners to recover losses
Benefits
- Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
