Responsibilities:

􀁸 Responsible for training new team members

􀁸 Helps identify training needs in relation to new processes

and products

􀁸 Provides coverage for team members during vacations

and illness

􀁸 Assists management with the day to day operation of the

team

􀁸 Consistently reviews operational procedures

􀁸 Supports team during corporate and external audits

􀁸 Participates in special projects as required

􀁸 Assist with all management reporting

Demonstrates competencies in own area and in general

business principles; may still be acquiring higher skill level

􀁸 Works on practical tasks to established procedures

􀁸 Typically works with moderate guidance, accountable for

individual results and impact on work group

􀁸 During the course of normal day-to-day operation, responsible

for identifying any unusual or potentially suspicious

transaction activity and reporting and/or escalating in

accordance with corporate policy and guidelines detailed in

relevant operating procedures

Deepening knowledge/skill in one skill area or broadening

ability over a variety of skills

􀁸 Applies knowledge/skills to a variety of standard day to day

activities; knows when to refer to others; handles a variety of

tasks within own area

Business Unit Specific Skills

Bachelors Degree or equivalent 4-7 years of Financial industry

experience preferably in Securities Lending, Asset Services or Fund

Accounting, Settlements

Strong organizational and prioritization skills

Strong written/verbal communication skills

Proven time management skills.

Ability to work both independently and in a team environment

Demonstrates potential for leadership

Client & Business Orientation

􀁸 Interprets client needs and works to meet those needs,

offering assistance and advice on standard practical issues;

may call on others for help in situations outside own area of

knowledge

􀁸 Understands the key business practices relating to own area;

uses this knowledge to focus and improve own work

􀁸 Identifies the problem and all relevant issues in

straightforward situations; generates possible solutions,

assesses each using standard procedures and makes a sound

decision

Working Relationships

􀁸 Probes and listens carefully, presents information clearly and

in appropriate style, makes technical information clear,

persuades others in straightforward situations

􀁸 Contributes actively in team activities, sharing experience and

ideas

􀁸 Builds useful working relationships outside own area