Job Description

At Franklin Templeton, everything we do is focused on one thing \xe2\x80\x93 delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the Operations Analyst, AST, Fiduciary Operations group responsible for?

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  This role will be part of Fiduciary Account Services Team and would work closely with Client Services Administrators and Portfolio Managers of Fiduciary Trust to support day to day operations. The primary responsibility of this role requires setting up of Relationships Level A/C\xe2\x80\x99s, Family A/C\xe2\x80\x99s, Trust, Custody and Managed accounts of High-Net-Worth Individuals on different applications, maintenance of those accounts, closing of accounts and performing the annual administrative reviews for various types of accounts.
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  This role would require interaction with multiple departments and contact various internal and external persons, therefore requires good communication and customer service skills. Also, this role requires ability to work in tight schedules and should have ability to manage own time and meet specific deadlines.

What are the ongoing responsibilities of an Operations Analyst?

Responsibilities include performing one or more of the following functions:

Account Administration - Account Opening, Closing and Maintenance activities which includes-

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  Tracking KYC (Know Your Customer) and review the mandatory documents for the new accounts and ensure they are in accordance with policy & procedures.
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  Processing Report of new account according to the client set up rules and mandatory affiliations.
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  Review the contract agreements with client related to Investment Management, Custody and Trust accounts.
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  Track funding for the accounts and prepare fee memos.
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  Initiate Remittance and Statement events, online access and mailing the information for disclosure statement.
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  Set up account on global plus system and other downstream applications like IVW (Investor Workstation) and Cache.
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  Reconcile account details from downloads received through global plus and FACT (Fiduciary Admin and Client Tool) application.
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  Processing all maintenance changes on relevant systems at account/portfolio/client level.
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  Setup additional affiliations and portfolios in the account.
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  Review and perform Quality check for all Account/Portfolio/Client level changes submitted by the Portfolio Manager and Client Service Administrators.
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  Prepare Closing Memos for account closing and follow up with the business on approvals.
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  Track cash balances and remit amount to the client for closing accounts.
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  Process the closing of account on global plus system.
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  Interact with Portfolio Managers, Relationship Managers and Client Services Administrators on a day-to-day production.
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  Perform annual review of all custody, Trust, High Net Worth and EBT accounts and complete the checklists as per audit and statutory requirement.
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  Respond to all process inquiries on same day through email/phone.
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  Follow up on the pending items from the CSA\xe2\x80\x99s/RM\xe2\x80\x99s or PM\xe2\x80\x99s and business.
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  Support the team in daily work and display teamwork.
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  Verify and perform quality checks for the tasks assigned and performed by other team members.
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  Participate in Disaster Recovery Exercises and any projects assigned. Cross train and cover tasks within operating unit. Need to gain end to end knowledge of the process and business.
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  Cross train and cover tasks within operating unit.
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  Need to gain end to end knowledge of the process and business.

What ideal qualifications, skills & experience would help someone to be successful?

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  Bachelor\'s in commerce and accounting mandatory
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  Relevant experience 1-3 years in Banking and Financial Services Industry.

Additional Desirable Qualifications:

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  Background in finance and accounting mandatory
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  Experience in related line of business desirable \xe2\x80\x93 Banking and Financial Services Industry (Account Opening, Maintenance and Banking process for High Net Worth/Premier Clients)
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  Exposure and know-how on reviewing contract agreements of High-Net-worth Individuals \xe2\x80\x93 Trust, Custody, Estate, Managed and Investment Management agreements.
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  Exposure on Taxation process for Trust, Custody, Estate and Managed accounts.

Knowledge, Skills, And Abilities:

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  Proficient in Microsoft Office skills \xe2\x80\x93 Word, Excel
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  Ability to work with little supervision
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  Ability to manage own time to meet specific deadlines
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  Good typing skills and eye to detail
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  Excellent telephone manners and communication skills \xe2\x80\x93 both oral and written
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  Professional demeanor

Problem Solving and Decision Making:

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  Ability to solve complex problems on a regular basis.
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  Must be able to make quick decisions and implement, while still being thorough.

Job Level - Individual Contributor
Work Shift Timings - 6.30 PM \xe2\x80\x93 3.30 AM IST (need to be flexible)


What makes Franklin Templeton Investments unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of
Total Rewards \xe2\x80\x94the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.


Highlights of our benefits include:

• Professional development growth opportunities through in-house classes and over 150 Web-based training courses
• An educational assistance program to financially help employees seeking continuing education
• Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee\xe2\x80\x99s dependents (spouses, children and dependent parents)
• Life insurance for protection of employees\xe2\x80\x99 families
• Personal accident insurance for protection of employees and their families
• Personal loan assistance
• Employee Stock Investment Plan (ESIP)

\xe2\x80\x9cLocation specific benefits\xe2\x80\x9d as mentioned below

• Onsite fitness center, recreation center, and cafeteria
• Cricket grounds and gymnasium
• Library
• Health Center with doctor availability
• HDFC ATM on the campus

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at
Franklin Templeton Careers to learn more about our company and our career opportunities.

Franklin Templeton is committed to fostering a
diverse and inclusive environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to
accommodations@franklintempleton.com . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.