Basic Purpose:
Under the supervision of the Senior Associate, the Associate
effectively manages daily processes and system applications to
ensure consistent quality service is delivered by the team.
Responsibilities:
An Associate 2 is responsible for the following :
Responsible for training new team members
Helps identify training needs in relation to new processes
and products
Provides coverage for team members during vacations
and illness
Assists management with the day to day operation of the
team
Consistently reviews operational procedures
Supports team during corporate and external audits
Participates in special projects as required
Assist with all management reporting
Demonstrates competencies in own area and in general
business principles; may still be acquiring higher skill level
Works on practical tasks to established procedures
Typically works with moderate guidance, accountable for
individual results and impact on work group
During the course of normal day-to-day operation, responsible
for identifying any unusual or potentially suspicious
transaction activity and reporting and/or escalating in
accordance with corporate policy and guidelines detailed in
relevant operating procedures
Deepening knowledge/skill in one skill area or broadening
ability over a variety of skills
Applies knowledge/skills to a variety of standard day to day
activities; knows when to refer to others; handles a variety of
tasks within own area
Business Unit Specific Skills
Bachelors Degree or equivalent experience
Approximately two years related financial services industry
experience
Demonstrate strong Client service skills
Strong organizational and prioritization skills
Strong written/verbal communication skills
Proven time management skills.
Ability to work both independently and in a team environment
Demonstrates potential for leadership
Previous training experience preferred, but not required
Computer proficient including working knowledge of desktop
software applications (e.g., excel, word, access, etc)
Client & Business Orientation
Interprets client needs and works to meet those needs,
offering assistance and advice on standard practical issues;
may call on others for help in situations outside own area of
knowledge
Understands the key business practices relating to own area;
uses this knowledge to focus and improve own work
Identifies the problem and all relevant issues in
straightforward situations; generates possible solutions,
assesses each using standard procedures and makes a sound
decision
Working Relationships
Probes and listens carefully, presents information clearly and
in appropriate style, makes technical information clear,
persuades others in straightforward situations
Contributes actively in team activities, sharing experience and
ideas
Builds useful working relationships outside own area
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