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TO BE SUCCESSFUL IN THIS POSITION, YOU WILL BRING:
Education & Experience:
- Bachelor’s degree plus four years of applicable experience, or combination of education and relevant work experience.
- 3-5 years brokerage firm back-office operations experience required.
- Understanding of SEC stock restrictions needed.
- Stock trading experience desired.
Knowledge, Skills and Abilities:
- Advanced proficiency in business applications, such as Microsoft Office; Advanced Excel skills.
- Demonstrated supervisory skills including conflict resolution.
- Broad understanding of various investment products and complex instruments. Working knowledge of investment operations, custody and mutual fund accounting environment, and ancillary asset management service providers
- Understanding of and ability to apply accounting skills and concepts.
- Knowledge of Generally Accepted Accounting Principles.
- Demonstrated communication skills, including the ability to clearly and effectively communicate information to internal audiences and client groups.
- Demonstrated project management skills and ability to contribute as part of a project team.
- Subject matter expertise for areas(s) of responsibility.
- Proficiency in industry standards and/or regulatory requirements.
IN ADDITION, PREFERRED REQUIREMENTS INCLUDE:
- Experience working in a university environment
- Demonstrated knowledge of and experience with ERP systems, preferably Oracle, with proven ability to apply knowledge to understand new systems and processes.
- Attention to detail, accuracy, and the ability to prioritize multiple tasks to meet deadlines and customer service response standards.
- Proven ability to apply knowledge to analyze and interpret business policies and external regulations and translate them into compliant and efficient accounting processes.
- Ability to observe trends in data, recommending and helping to implement solutions to increase efficiency, effectiveness, and accuracy of data.
- Strong customer-oriented approach to managing work.
PHYSICAL REQUIREMENTS*:
- Constantly perform desk-based computer tasks.
- Frequently sitting.
- Occasionally stand/walk, reach/work above shoulders, use a telephone, writing by hand, lift/carry/push/pull objects that weigh up to 10 pounds.
- Rarely twist/bend/stoop/squat, sort/file paperwork or parts, lift/carry/push/pull objects that weigh 11-20 pounds.
- - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job.
WORKING CONDITIONS:
- Occasionally work evenings and weekends.
WORK STANDARDS:
- Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
- Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned. Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University’s Administrative Guide, http://adminguide.stanford.edu.
HOW TO APPLY:
We invite you to apply for this position by clicking on the “Apply Online” link. Please submit an online application, resume, and cover letter.
WHY STANFORD IS FOR YOU:
We provide market-competitive salaries, excellent health care and retirement plans, and a generous vacation policy, including additional time off during our winter closure. Our unique perks align with what matters to you:
- Freedom to grow. As one of the greatest intellectual hubs in the world, take advantage of development programs, tuition reimbursement plus $800 you receive annually towards skill-building classes, or audit a Stanford course. Join a TedTalk, film screening, or listen to a renowned author or leader discuss global issues.
- A caring culture. We understand the importance of your personal and family time and provide you access to wellness programs, child-care resources, parent education and consultation, elder care, and caregiving support.
- A healthier you. We make wellness a priority by providing access to world-class exercise facilities. Climb our rock wall, or participate in one of hundreds of health or fitness classes.
- Discovery and fun. Stroll through historic sculptures, trails, and museums. Create an avatar and participate in virtual reality adventures or join one with fellow staff on Stanford vacations!
- Enviable resources. We offer free commuter programs and ridesharing incentives. Enjoy discounts for computing, cell phones, outdoor recreation, travel, entertainment, and more!
Note: The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.
We pride ourselves in being a culture that encourages and empowers you.
Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.
