Job Description

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Job #:  129159
Title:  Financial Presentation Center Operators
Location: 
Salary Range:  33.00
Position:  Financial Presentation Center Operators
Description: 
Our client, a Global Investment Banking firm located in midtown Manhattan is seeking an Financial Presentation Operator with QC experience to work ONSITE Monday - Friday 8a-4p

Key Responsibilities:

• Taking in and managing new requests, ensuring they are assigned to the appropriate operators.
• Ensuring all necessary documents are provided and the job instructions are clear.
• Collaborating with the workflow team to keep projects on track.
• Identifying and resolving any issues with the jobs.
• Providing regular updates and reports to myself.
• Multitasking and maintaining a high level of attention to detail.

Job duties
(* denotes an “essential function”)
• *Uses advanced knowledge to complete complex and/or advanced work requests; assists with all work requests, as needed
• *Applies own creativity & encourages team members to use design and layout elements in presentations or materials to effectively support the client’s intended message
• *Responsible for production of work in terms of the consistency, accuracy, and quality of delivery. Focuses on individual accountability of team members and alternative planning, as needed
• *Exemplifies proper professional expectations for team members when dealing with client requesters and client work requests
• *Responds to customer inquiries and complaints in a timely and professional manner
• *Works closely with Account Manager in implementation of administrative requirements of the account and/or other procedures or systems
• *Communicates regularly with Account Manager on issues affecting capacity, response time, and/or technical issues relating to work requests

Job qualifications
• Minimum of 3 years prior office experience, presentations or design experience
• Expert knowledge of Microsoft Office Suite (PowerPoint, Excel, Word) Expert knowledge of Adobe Creative Suite
Map Info & Arcgis a plus.
• Adept in using department-specific equipment/technology/software
• Ability/desire to learn new software packages

• Ability to articulate ideas, motivate the team and follow policies and procedures to manage client expectations and promote a healthy work environment
• Attention to detail with emphasis on accuracy and quality
• Outstanding communication and interpersonal relationship building skills verbally, written, through email and by telephone
• Ability to work in a fast-paced, deadline driven team environment
• Ability to prioritize work and/or balance multiple projects
• Maintain professional composure; especially when working with immediate or escalated deadlines or issues
• Good judgment and organizational skills with sound decision-making ability and solutions-oriented approach with the ability to ask for and follow directions.
• Ability to work both independently and collaboratively as part of a team
• Handle sensitive and/or confidential documents and information
• Understands the concept and can execute the strategy of hands-on customer service
• Ability to assign the correct priority to work requests based on experience and following established guidelines
• Experience as Workflow Coordinator a plus
• Advanced PowerPoint and Excel
• Advanced Photoshop, Adobe Illustrator
Requirements: 
Job Type:  Temporary
Post Date:  05/14/2025