Posted: Thursday, March 2, 2017 6:13 PM
Req ID: 8221
Experience Level: Professional
Relocation offered: Yes
Travel required: a. Up to 25
Come grow with us
At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it's more than that. It's smart and highly driven people united in purpose to serve our investors and one another.
Bring your energy and unique perspective to Capital and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed. You'll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you'll receive premier compensation and benefits, and a company:funded retirement plan that ranks among the most generous.
Our Private Client Services business was founded more than four decades ago as a family office for Capital Groups senior executives and their families. We have since expanded into a full:service wealth management and trust company, overseeing some 22 billion in assets for a select group of discriminating high:net:worth individuals, trusts, foundations and endowments nationwide. Though we are an exclusive boutique, and maintain a relatively small number of client relationships, we are able to tap into in:depth, world:class research and portfolio management experience from around the globe. As we like to say, were big where it counts and small where it matters, and its one reason weve earned such a strong reputation in the industry.
The Senior Business Operations Specialist is a key Private Client Services team member in the management of the administration, communication, coordination and monitoring of PCS business initiatives and policies. Working with the business owners and stakeholders, this team member will develop recommendations for the Client Relationship Team, provide project management for initiatives of size and scope, crossing department and company boundaries, and works with business units to support initiatives related to compliance/business checks and broader PCS projects.
Leads initiatives with broad Client Relationship Team (CRT) business impact such as internal assessments, audits, regulatory exams and SOC 1 testing. As well as provides support to PCS management and other CB and T groups during OCC and other exams.
Acts as the PCS Periodic Access Review (PAR) Liaison representing the PCS business unit which included working with enterprise wide PAR group to assist in the roll out of new procedures
Conducts periodic Anti:Money Laundering (AML) assessment functions and coordinates with the Capital Group AML Officer and the team.
Participates with internal and external development teams to solicit end user requirements, gains understanding of the purposes or goals of various processes, offerings or practices. Ensures full understanding of issues and enhancements that need to be addressed
Analyzes the value of an idea, concept, request or potential project including, defining the scope, objective, and baseline requirements. Communicates and describes findings in business terms to ensure effective understanding and decision making to aid in the proposal process. Provides recommendations to senior management to assist in making informed decisions on business strategy, gaps or improvement opportunities.
Leads project task responsibilities, including identification of project risks and coordinating implementation activities, such as training and the documentation of business process changes. Leads project management efforts including; project planning, tracking, communication and ensuring adherence to budget, scope, and schedule.
Experience in the financ
• Location: Los Angeles
• Post ID: 101488522 losangeles