Quality Control Specialist

Yodlee Berwyn , PA 19312

Posted 2 months ago

Envestnet, Inc. (NYSE:ENV) is a leading independent provider of technologyenabled investment and practice Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is a leading independent provider of technologyenabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or midsized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and backoffice needs. Envestnet is headquartered in Chicago.

General Purpose

The candidate will be responsible for ensuring all processes and procedures are followed while reviewing high market value service requests. The candidate will learn the platform and gain a complete understanding of all operational functions within the operations team. The ideal candidate will possess leadership qualities, must be able to identify training opportunities for the team. The candidate will be able to manage their workload and additional projects. This will include being able to work under pressure with tight trading deadlines. The QC Specialist will need to be able to work with internal operations teams alongside senior members as well as management to resolve any issues that may arise.

Responsibility

  • Review high market value transactions for accuracy

  • Participates in and manages special projects as assigned by supervisor or manager.

  • Identify processing trends and creating training opportunities for staff

  • Escalates issues to team lead and/or supervisor and assists with solving issues that are without procedures or precedents.

  • Researches and resolves areas of risk and creates processes to mitigate that risk.

  • Participates in root cause analyses to correct and/or prevent deviations in processes and workflows.

  • Provides management with detailed written summary's and/or reports. As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.

Requirements

  • Bachelor's degree in Finance

  • 2-3 years of experience in the financial services or related industry.

  • Must have working knowledge of the securities industry, of various types of investment vehicles, and trading methods.

  • Understanding of quality control methods is a necessity.

  • Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure.

  • Must be able to critically analyze information and make recommendations.

  • Must be capable of gathering information from various sources to assist in critical decision making.

  • Must possess strong verbal and written communication skills.

  • Proficient with Microsoft Word, Excel and PowerPoint.

Why Choose Envestnet:

  • Be a member of a leading financial services and products innovation company

  • Competitive Compensation/Total Reward Packages that include:

  • Health Benefits (Health/Dental/Vision)

  • Paid Time Off (PTO) & Volunteer Time Off (VTO)

  • 401K - Company Match

  • Annual Bonus Incentive

  • Tuition Reimbursement

  • Working on global projects with team members all over the world!

  • Opportunity to work with top tiered clients, global 500 companies and startups

  • Work with diverse, energetic, team members who respect each other and celebrate differences

  • The best work location with unlimited snacks!

Envestnet is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

#LI-LF1

#LI-HF1

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
University Relations Specialist

TE Connectivity Ltd

Posted 3 days ago

VIEW JOBS 1/19/2022 12:00:00 AM 2022-04-19T00:00 At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. TEAM OVERVIEW TE's Talent Attraction Teams evaluate TE's ability to recruit and select the desired employees and develop, implement and monitor the programs and processes used in recruitment and selection. They source, recruit, screen, interview and recommend external and/or internal candidates to staff open requisitions. They also utilize the services of employment agencies and/or place employment ads in appropriate sources, including the intranet, Internet and print media. The teams are responsible for developing and implementing recruiting plans and administering talent management efforts and employee referral programs, managing the resume tracking system and ensuring consistent corporate image throughout recruiting campaigns. ROLE OVERVIEW The University Relations Specialist will play a key role in TE Connectivity's Talent Attraction strategy by supporting our program which attracts students and early talent to our organization. This role will be responsible for executing the strategy for a scalable and successful University Relations Program, which includes the recruitment and onboarding process, as well as the summer internship cycle and co-op rotations. This role will also leverage existing and new partnerships with universities to attract early talent into long term careers with TE. You will facilitate summer long programs and ensure an exceptional experience for talent. This will be accomplished by cultivating relationships with partner universities, supporting our inclusive and diverse culture, creating partnerships with hiring managers within the business segments and supporting our high-touch onboarding process. This role has an opportunity to make a significant impact on the business and our early career programs. DESIRED OUTCOMES * Partner with University Relations Manager and Talent Delivery Team to build relationships with key business stakeholders to manage and execute TE Connectivity's University Relations strategy across all segments. * Support stakeholder accountability of requisition submission processes for all internship and co-op positions throughout the organization. * Manage the logistics of campus recruiting events in conjunction with our external partners, including: * Job postings * Campus recruiting event schedule * Planning and coordinating resources (including enlisting volunteers and ensuring appropriate coverage) * Represent TE Connectivity at both virtual and in-person events as needed, including campus career fairs, info sessions, workshops and diversity related events to support the branding of TE Connectivity as a preferred employer. * Serve as a point of contact for internal stakeholders, educational institutions, and partner organizations. * Partner with University Relations Manager to support the execution of the Summer Intern Program: * Overall program and project management * Facilitate orientation and organize networking sessions, mentoring programs, senior leader speakers and social events * Administer performance reviews * Distribute program experience surveys to participants and managers * Develop communication strategy to enhance relationships with key university partners (career services, faculty, student groups, alumni) * Support University Relations and Talent Attraction team with developing presentations, reports, Intern Conversion Tracking and other KPIs to measure ROI and program success. WHAT YOUR BACKGROUND SHOULD LOOK LIKE The University Relations Specialist must have experience with effective talent acquisition practices and early talent programs that delivery strong talent to our business. Including: Talent Attraction Experience: * Prior experience in a corporate university relations program, specifically where engineering and supply chain have been a focus. * Understands the overall hiring process and what it takes to run a successful university relations campaigns, including focused targeting, messaging and how to communicate results. * A passion to tell employer stories derived from new products, people, and opportunities to develop an early talent career pipeline and create a positive candidate experience. * Previous experience supporting Inclusion and Diversity Recruiting efforts (familiarity with diverse organizations such as NSBE, SWE, NABA, etc.). Relationship Management Skills: * History of success in networking and identifying key campus relationships to proactively engage top talent. * Experience in successfully partnering with vendors in the talent acquisition space as well as an RPO provider, OR willingness to work as a team with our RPO partner. * Collaborative and energetic with the ability to build consensus and influence in a matrixed environment. Planning & Event Coordination: * Demonstrated experience as project coordinator for medium to large complex projects, activities and events, demonstrating planning, prioritizing and organizing skills. * The ideal candidate will be able to take initiative while driving consistency and efficiencies, with a keen eye for detail, plus an appreciation for organization and communication. REQUIRED QUALIFICATIONS * Bachelor's degree in human resources, marketing, business administration or related field. * 3+ years previous experience in university recruiting/relations, talent acquisition or human resources within a professional or corporate setting. * Experience with applicant tracking systems, preferably SAP Success Factors, as well as with Microsoft Office software. * Proven organization and prioritization skills with the ability to deliver high quality work under tight deadlines in a fast-paced university recruiting cycle or high-volume recruiting capacity. * Solid interpersonal skills with ability to develop and maintain internal/external relationships while effectively communicating with different individuals and audiences with various backgrounds and levels of experience. * Ability to travel to in person events up to 50% and to work evenings to support events during peak recruitment season, as needed. COMPETENCIES Values: Integrity, Accountability,Teamwork, Innovation ABOUT TE CONNECTIVITY TE Connectivity is a global industrial technology leader creating a safer, sustainable, productive and connected future. Our broad range of connectivity and sensor solutions, proven in the harshest environments, enable advancements in transportation, industrial applications, medical technology, energy, data communications and the home. With approximately 80,000 employees, including more than 7,500 engineers, working alongside customers in approximately 140 countries, TE ensures that EVERY CONNECTION COUNTS. Learn more at www.te.com and on LinkedIn, Facebook, WeChat and Twitter. BENEFITS * A comprehensive benefits package including health insurance, 401(k), disability, life insurance, employee stock purchase plan, paid time off and voluntary benefits. EOE, Including Disability/Vets Location: BERWYN, PA, US, 19312 City: BERWYN State: PA Country/Region: US Travel: 25% to 50% Requisition ID: 78456 Alternative Locations: Harrisburg Function: Human Resources TE Connectivity Ltd Berwyn PA

Quality Control Specialist

Yodlee