Office Consultant Job Description
Office Consultant Duties & Responsibilities
To write an effective office consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included office consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Office Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Office Consultant
List any licenses or certifications required by the position: PMP, CCNP, CJSTC, FCCM, ITIL, MCSA, CCNA, AAPC, CMP, ARC
Education for Office Consultant
Typically a job would require a certain level of education.
Employers hiring for the office consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Education, Business/Administration, Computer Science, Mathematics, Engineering, Economics, Accounting, Management
Skills for Office Consultant
Desired skills for office consultant include:
Desired experience for office consultant includes:
Office Consultant Examples
Office Consultant Job Description
- Create presentations based on input from Alliance Managers
- Project manage assigned work streams to successful completion
- Work closely with team members and alliance partner to meet all agreed upon objectives related to a joint go-to-market objective
- Learn where relevant data can be found and be responsible for its collection
- Own data correlation and automation of pipeline management process
- Work closely with team members to share best practices and leverage all available resources
- Maintain an attitude of cooperation and problem solving to support team members with new requests and evolving requirements
- Recommend and follow agreed frameworks for consistent management of IT vendors including development of SLA and metrics dashboard and quality measurements
- Contribute to contract development and negotiations with third party suppliers
- Acts as the high-level point of contact between the customer and internal or external supplier organizations, ensuring that users deal with supplier within the terms and conditions of the contract, and that all communications between suppliers and users take place effectively, efficiently and in a timely manner
- Understanding of the various transaction types within each asset class beyond ‘vanilla’ trades is preferred (caps, floors, swaptions)
- Provide regulatory reporting production and/or oversight FCA Transaction Reporting, Substantial Shareholder Reporting
- Professional services industry experience preferred, not required
- High level of functionality in Microsoft office (Word, Excel, PowerPoint)
- Advanced Microsoft Excel skills, including creating and managing macros
- Ability to create executive level PowerPoint presentations that are formatted well, graphically appealing, and polished
Office Consultant Job Description
- Monitor vendors' responsibilities as outlined in the contract and statement of work Sets up and manages regular meetings to review performance and progress with major/strategic suppliers
- Leverage new and appropriate tools, frameworks and best practices to deliver a superior vendor management experience and achieve operational excellence in all initiatives
- Providing management support relating to Trustee matters at the request of the COO, OTT and the Company Secretary
- Assist the Company Secretary in managing governance responsibilities, including acting as Secretary to Board Committees and providing support to the Chairs of Committees
- Managing and preparing the Committee Agenda Schedules
- Reviewing Board / Committee papers and reports
- Recording, maintaining and distributing the minutes of all Committee meetings
- Management of action items from each Committee ensuring they are addressed in a timely manner
- Ensuring Committee processes and procedures run efficiently and effectively
- Ensuring good governance and compliance in addition to secretarial administrative
- Contract & Performance managementNegotiates and resolves contractual issues, including failure to meet contractual obligations
- Vendor Relationship managementFollow and strategic approach to understanding vendor and stakeholder objectives and requirements
- Endorsed to the established Vendor Risk Assessment framework and provide ideas to enhance and communicate approach to stakeholders, working on mitigation plans
- InfluenceDevelops influential relationships with internal and external customers/suppliers/partners at senior management level
- Has executive presence
- Travel may include approximately 20% of work time
Office Consultant Job Description
- Assisting and supporting the implementation of the Trustee governance framework
- Demonstrate deep knowledge in areas of Product configuration
- Ensure that score is updated to the correct frame per site per Cost Centre
- Entrepreneurial spirit, confident and mature attitude - thrives on working under pressure and to tight deadlines
- Fluency in English and Cantonese is essential
- Support the full project lifecycle from ideation through launch
- Conduct pre-appointment research to ensure understanding of customer questions
- Conduct Office Hours appointments providing guidance and demonstrations depending on the questions
- Clearly and effectively communicate answers, solutions, and value
- Keep up to date with industry practices in human resources and/or financial related domains and be able to engage with the client on those topics
- Experience in vendor pricing methods , rate cards and pricing methodologies
- Resilient, energetic and enthusiastic
- Knowledge of financial and/or investment services preferred
- This resource will be working on day to day tickets some improvement tasks
- Experience with e-mail archiving and compliance solutions – Evault, Barracuda, GFI
- 3+ years of Microsoft Office 365 deployment experience
Office Consultant Job Description
- Working with various cash securities and derivative products including
- Set up prototypes to verify requirements
- Document the proposed design in Analysis and Design documents
- Perform configuration hand-over to the client
- Support the client with the testing of functionality
- Work with the Administrator and/or REBOC to ensure a positive and effective business office within the facility, which may include preparing reports and/or spreadsheets, as necessary
- Develop relationships and partner with sales prospects to increase profitable sales with new commercial customers through dedicated daily prospecting activities
- Pipeline development and forecasting based on target market segmentation
- Pre-qualify and initiate visit on all prospective leads or inquiries developed from all resources (prospecting, call-ins, referrals, and website responses)
- Grow sales, retained revenue and margins to meet or exceed assigned sales goals
- Graduate from of an engineering or trade school, or Master degree specialized in finance
- Knowledge on the different funds classes (High Yield, Hedge Fund, Diversified, ...) and processes (in particular order management flows)
- Ability to understand Prospectus Investment Policies and Restrictions of Client
- At least 4 years of industry experience in financial systems, either in banks or vendors
- Masters in Financial Engineering/Quantitative Finance is a plus and with a background in application
- Knowledgeable on Basel 2, 2.5 or 3 on risk management and regulation on the banks
Office Consultant Job Description
- Identify, research, develop, maintain prospect list
- Ensures that strategic initiatives are communicated effectively to business stakeholders and it meets the needs of the contract through collaboration and implementation in terms of quality, timeliness, service and overall network performance
- Ensures that specific divisional targets are in line with organization initiatives and that stakeholder satisfaction within the scope of the programs are achieved
- Ensures timely response and remediation of high priority inquiries and initiatives by working with key stakeholders to drive quality performance
- Serves as strategic consultant as it relates to organizational development to meet the needs of the organization
- Measures performance trends and develops new programs or implements changes to existing programs
- Facilitates the market delivery of Organization and Talent Effectiveness COE initiatives, to include delivery strategy, audience creation, and measurement
- Consults and collaborates with HR Partners, Learning and Development Consultants and content subject matter experts to diagnose performance problems and opportunities and recommend balanced systemic learning and development solution sets based on a broad spectrum of potential interventions
- Serves as lead regarding related initiatives and systemic interventions within market
- Ensures integrated efforts of OTE with market HR Partners, communications and learning and development SME/consultants to ensure an integrated approach
- Prior experience in a consultancy or advisory or implementation role with a technical background is a plus
- Must have good communication and presentation skills as this is a client facing role
- Masters Degree preferably in Financial Engineering, Quantitative Finance or Business Administration
- Strong knowledge on Risk Management domain, including the recent regulations
- Knowledge of credit risk and market risk products, risk processes and the Bank's credit processing systems is preferred
- Knowledge in Treasury and Markets Products such as FX, MM, Derivatives and