Job Information
Oracle Associate Consultant in BOGOTA, Colombia
Job Description
JOB RESPONSIBILITIES/MAIN FUNCTIONS
Reviews account opening documentation making sure it complies with regulatory guidelines.
Maintains, responds, and updates custodian requirements for account opening and translates in a clear manner to advisors.
Sets-up clients in internal systems platforms for reporting purposes.
Reviews systems data for reconciliation purposes.
Inputs billing templates in the system.
Creates, reviews, and distributes invoices for Advisory Fees.
Downloads reports form custodians on a monthly/quarterly/yearly basis for purposes of data records keeping such as balances/holdings/billing.
Support with general inquiries from clients.
Ongoing training and information sharing with clients.
Serve as liaison between the custodian and clients/advisors.
JOB REQUIREMENTS (EDUCATION, EXPERIENCE, SKILLS, AND CAPABILITIES)
Bachelors degree in business administration, Finance or related field preferred.
Requires a minimum of 1 to 2 years of work-related experience.
Excellent attention to detail, self-started and driven.
Strong organizational and time management skills and ability to prioritize.
Customer service attitude, team player and proactive.
Ability to work under pressure and time bound projects.
Excellent communication skills both written and verbal.
Knowledge in the operation of laptops/desktops and Microsoft platforms/software (Word, Excel, PowerPoint, and Outlook).
Bilingual (English/Spanish).
JOB SKILLS
Communication
Customer Service
English, Spanish
Microsoft Excel, Microsoft Outlook
Microsoft PowerPoint, Microsoft Word
Organization Skills
Time Management
Career Level - IC1
Responsibilities
JOB RESPONSIBILITIES/MAIN FUNCTIONS
Reviews account opening documentation making sure it complies with regulatory guidelines.
Maintains, responds, and updates custodian requirements for account opening and translates in a clear manner to advisors.
Sets-up clients in internal systems platforms for reporting purposes.
Reviews systems data for reconciliation purposes.
Inputs billing templates in the system.
Creates, reviews, and distributes invoices for Advisory Fees.
Downloads reports form custodians on a monthly/quarterly/yearly basis for purposes of data records keeping such as balances/holdings/billing.
Support with general inquiries from clients.
Ongoing training and information sharing with clients.
Serve as liaison between the custodian and clients/advisors.
JOB REQUIREMENTS (EDUCATION, EXPERIENCE, SKILLS, AND CAPABILITIES)
Bachelor’s degree in business administration, Finance or related field preferred.
Requires a minimum of 1 to 2 years of work-related experience.
Excellent attention to detail, self-started and driven.
Strong organizational and time management skills and ability to prioritize.
Customer service attitude, team player and proactive.
Ability to work under pressure and time bound projects.
Excellent communication skills both written and verbal.
Knowledge in the operation of laptops/desktops and Microsoft platforms/software (Word, Excel, PowerPoint, and Outlook).
Bilingual (English/Spanish).
JOB SKILLS
Communication
Customer Service
English, Spanish
Microsoft Excel, Microsoft Outlook
Microsoft PowerPoint, Microsoft Word
Organization Skills
Time Management
About Us
As a world leader in cloud solutions, Oracle uses tomorrow’s technology to tackle today’s problems. True innovation starts with diverse perspectives and various abilities and backgrounds.
When everyone’s voice is heard, we’re inspired to go beyond what’s been done before. It’s why we’re committed to expanding our inclusive workforce that promotes diverse insights and perspectives.
We’ve partnered with industry-leaders in almost every sector—and continue to thrive after 40+ years of change by operating with integrity.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer a highly competitive suite of employee benefits designed on the principles of parity and consistency. We put our people first with flexible medical, life insurance and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
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Disclaimer:
Oracle is an Equal Employment Opportunity Employer*. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans’ status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
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