Financial Presentation Operator

Our client, a Global Investment Banking firm located in midtown Manhattan is seeking an Financial Presentation Operator with QC experience to work ONSITE Monday - Friday 8a-4p

Key Responsibilities:

Taking in and managing new requests, ensuring they are assigned to the appropriate operators.

Ensuring all necessary documents are provided and the job instructions are clear.

Collaborating with the workflow team to keep projects on track.

Identifying and resolving any issues with the jobs.

Providing regular updates and reports to myself.

Multitasking and maintaining a high level of attention to detail.

Job duties

( denotes an “essential function”)

Uses advanced knowledge to complete complex and/or advanced work requests; assists with all work requests, as needed

Applies own creativity & encourages team members to use design and layout elements in presentations or materials to effectively support the client’s intended message

Responsible for production of work in terms of the consistency, accuracy, and quality of delivery. Focuses on individual accountability of team members and alternative planning, as needed

Exemplifies proper professional expectations for team members when dealing with client requesters and client work requests

Responds to customer inquiries and complaints in a timely and professional manner

Works closely with Account Manager in implementation of administrative requirements of the account and/or other procedures or systems

Communicates regularly with Account Manager on issues affecting capacity, response time, and/or technical issues relating to work requests

Job qualifications

Minimum of 3 years prior office experience, presentations or design experience

Expert knowledge of Microsoft Office Suite (PowerPoint, Excel, Word) Expert knowledge of Adobe Creative Suite

Map Info & Arcgis a plus.

Adept in using department-specific equipment/technology/software

Ability/desire to learn new software packages

Ability to articulate ideas, motivate the team and follow policies and procedures to manage client expectations and promote a healthy work environment

Attention to detail with emphasis on accuracy and quality

Outstanding communication and interpersonal relationship building skills verbally, written, through email and by telephone

Ability to work in a fast-paced, deadline driven team environment

Ability to prioritize work and/or balance multiple projects

Maintain professional composure; especially when working with immediate or escalated deadlines or issues

Good judgment and organizational skills with sound decision-making ability and solutions-oriented approach with the ability to ask for and follow directions.

Ability to work both independently and collaboratively as part of a team

Handle sensitive and/or confidential documents and information

Understands the concept and can execute the strategy of hands-on customer service

Ability to assign the correct priority to work requests based on experience and following established guidelines

Experience as Workflow Coordinator a plus

Advanced PowerPoint and Excel

Advanced Photoshop, Adobe Illustrator