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Agency & Trust Operations Manager - Bilingual

Posted 3 months ago

Terrific long-term contract-to-hire opportunity in Tampa, Florida for an Operations Manager in the Agency & Trust area for Latin America. Strong understanding of the rules and regulations for each country under their responsibility.  Will lead and closely monitor the team to ensure that all the process and activities are executed without error/losses. Will be responsible of the overall daily execution of the process. May require Work on holidays and at different time zones to provide the proper services.

•    Responsible for reading, analyzing and understanding the contracts for each client in different jurisdictions to perform the contractual obligations of the deal.
•    Administer and manage Agency & Trust Operational activities end-to-end, including the process coordination with internal areas for Latin America.
•    Responsible for ensuring the correct operational deal implementation and deal termination activities related to the Agency & Trust products.
•    Responsible for providing local regulatory reports related to Agency & Trust business required by Regulators on time.
•    Responsible for Regulatory reporting related to Agency & Trust for Latin American countries.
•    Review and approve the monthly (internal) financial statements of the trust agreements.
•    Review and approve metrics and controls related to all activities performed as defined by bank Policies or internal decision.
•    Responsible for ensuring the correct billing process for the services provided.
•    Responsible for ensuring the correct performance of the collateral obligations accordingly to contract rules (calculation, waterfall, etc.).
•    Support front & middle office, as well as, internal areas related to client demands or internal process.
•    Responsible for providing accurate metrics and implement controls related to all activities performed as defined by internal policies.
•    Responsible for ensuring the integrity of information, tasks and obligations of contracts in the system, to control and monitor them.
•    Responsible for ensuring the correct use of the system as a tool for daily basis activities to be performed for all agreements.
•    Lead the different projects related to the business in order to improve process and reduce risk and manual intervention.

•    Bachelor’s degree, preferably in Economics, Finance, Business Administration, Accounting, Legal.
•    5+ years of experience in Agency and Trust business in a financial institution (Capital Markets and Fiduciary Products).
•    Bilingual fluency in English & Spanish, including verbal, written, and presentations skills, with the ability to articulate complex and sensitive issues to management. 
•    Prefer Portuguese language skills as well.
•    Advanced skills in MS Office applications (Excel, Word, PowerPoint).
•    Ability to draft detailed operating procedures, training materials, and tools.
•    Strong understanding of activities, policies, procedures, regulations of different countries and concepts of the work area.
•    Ability to analyze and understand legal documents.
•    Ability to absorb the modules and commands of the systems that will be used on a day-to-day basis as this position requires the use of multiples systems at the same time.
•    Knowledge of banking policies to execute the activities aligned to it. 
•    Must have the ability to fully understand the policies that govern the business and be updated of changes in them.
If this is a perfect fit, Apply now!

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer and provides reasonable accommodations for qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual with a disability, you may request a reasonable accommodation under the American Disability Act (ADA) by emailing To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.