"Alerted.org

Responsibilities:

+ Partners with cross site peers and managers to establishes performance goals for department; collaborates with and directs associates to meet or exceed these goals

+ Acts as an information source for associates and ensures training and development occurs

+ Plans, assigns, monitors, reviews, evaluates and leads the work of associates

+ Oversees team morale and plans for appropriate team building activities and rewards and recognition

+ Handles performance management including career development and progressive discipline of direct reports

+ Interviews and hires associates who possess the core competencies of the position to strengthen the department and mitigate turnover

+ Supervise others working within established operational systems.

+ Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets.

+ Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.

+ Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

+ Supervise a team providing administrative and service operations support and have deep expertise in the service operations provided by that team.

+ Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.

+ Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them.

+ Work within established procedures to achieve specified goals.

+ Advise managers how to apply a wide variety of existing procedures and precedents.

+ Help others get the most out of internal communications systems by offering support and advice.

+ Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.

+ Track budgets and report variances to more senior colleagues.

+ Provide coaching to team members to develop their skills.

+ Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.

Knowledge of:

+ Operations and New Accounts systems.

+ Advanced customer operations and the financial industry.

+ Accounting concepts and principles.

+ Investment concepts, practices and procedures used in the securities industry and as required by New Accounts.

Skills:

+ Provides guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.

+ Provides guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.

+ Provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.

+ Provides guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.

+ Provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.

+ Provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.

+ Provides technical guidance when required on reviewing and creating relevant, lucid and effective reports.

+ Identifies, assesses, prioritizes and manages risks and provides technical guidance when required.

+ Guide and train others on meeting high customer service standards.

+ Engage in strategic planning.

+ Shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario.

+ Manages and applies safe systems of work and provides technical guidance when required.

+ Negotiates and provides technical guidance when required on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.

+ Provides providing technical guidance when required on managing projects and/or programs within desired cost, time and quality parameters.

+ Plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically works without supervision and may provide technical guidance.