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Reconciliation Manager

Posted 7 days ago

OfficeMalvern, PASE

Duties and Responsibilities

1. Manages staff. Provides guidance, training and motivation as necessary to develop staff. Hires, evaluates and counsels crew.  Follows corporate disciplinary procedures per established Vanguard standards as required.  Sets performance standards, reviews performance, provides feedback, and recommends wage increases in accordance with all applicable Human Resources policies and procedures.

2. Oversees the operations of the department and ensures that all tasks assigned to the staff are completed in a controlled manner resulting in timely and accurate results.

3. Manages relationships with internal clients and external partners to improve efficiency and accuracy of service to clients. 

4. Develops and monitors controls within unit.  Initiates and manages enhancements and new developments to processes within the area to ensure the highest level of service to clients.  Prepares documentation and explanations of operational models for Internal and External Auditors. 

5. Controls all decisions and issues affecting processes, including but not limited to: maintaining appropriate policies, operational procedures and controls over key functions.   Ensures that management oversight exists through report generation of daily, weekly and monthly activities and communicates status of activities in monthly VUE Point meetings.

6. Ensures that all processes are performed in accordance with established rules and regulations through ongoing maintenance to policies and procedures.

7. Participates in the development of departmental budget.  Estimates costs for headcount, staffing issues, current volume, forecasts for anticipated volumes, and related operational expenses to implement annual objectives/performance improvements and ensures department operates within established budgetary guidelines.  Approves expenses within established limits.

8. Maintains awareness of industry and technological advancements regarding assigned operations and reviews their applicability to Vanguard operations.

9. Participates in special projects and performs other duties as assigned.

Qualifications

  • Undergraduate degree or equivalent experience required. Graduate degree preferred.
  • Minimum five years general management experience, and applicable reconciliation management experience preferred.
  • Demonstrated experience and understanding of internal control theory and practice.
  • Customer service orientation with excellent interpersonal and communication (oral and written) skills; team player with positive attitude.
  • Highly developed organizational, analytical and problem-solving skills, project management, and conceptual thinking skills needed.
  • Proficient knowledge of basic business applications including: MS Excel, PowerPoint, and Word and ability to learn operating systems.

Special Factors

Vanguard is not offering visa sponsorship for this position.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Job details
Workplace
Office
Location
Malvern, PA
Experience
SE

We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed. Community guidelines: vgi.vg/sgl1

Employees
27770
Industry
Financial Services
Headquarters
Valley Forge, PA
Founded
1975
Company location
100 Vanguard Blvd, Valley Forge, PA 19482, US

Key team members

Konrad Hernblad

Konrad Hernblad

Robert Diana

Robert Diana

Ray Inman

Ray Inman

Mark McKee

Mark McKee

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