Foreign Exchange Position Clerk Job Description Sample
Foreign Exchange Business Analyst - San Francisco
In this role, you will be responsible for Foreign Exchange portfolio confirmations, reconciliations, investigations, risk, credit monitoring/reporting and problem resolution. You will interact/collaborate and maintain close communication with Foreign Exchange Traders, customers, internal partners, correspondent banks and systems vendor.
Responsible for generating daily and monthly reports for the foreign exchange portfolio, monitor metrics and measure performance. Additionally, work with portfolio FX Traders to resolve any resulting issues or discrepancies.
Maintain regular interaction with internal partners; including Commercial/Corporate RMs, FX traders and sales, wire operations, treasury, etc., and external clients.
Responsible for timely resolution related to client inquiries and transaction activity issues, and wire investigations.
Responsible for back-office functionalities of FX Platform, such as settlement, confirmation, reconciliations, SWIFT gateway, and other affiliated systems.
Oversee all foreign accounts to mitigate risks and excessive fees.
Monitor department's and clients' daily credit risk exposure of open positions via the maintenance of marked-to-market reporting.
Direct involvement in day-to-day management of FX portfolio risk by providing FX Traders market analysis of macroeconomics trends.
Continuously analyze economic data and market trends adjusting portfolio core positions consistent with team market outlook.
Update and maintain standard operating procedures, identify and recommend process improvements and develop improved and streamlined techniques utilizing internal and external synergies.
Maintain and adhere to all International Banking policies and procedures, Compliance and other regulatory requirements.
Demonstrate compliance with all bank regulations that apply to your position, and keep up to date on regulation changes.
Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
Bachelor's Degree in business or international business.
At least one year of prior experience in Foreign Exchange or Capital Markets.
Industry Specific Certifications (CTP, CFA, or related) certifications preferred.
Graduate degree preferred.
3-5 years of relevant foreign exchange operations and advisory services. Strong aptitude in SWIFT, Excel and VBA, Foreign Exchange products and Microsoft Office suite.
Possess strong relationship management and business development abilities, analytical and problem-solving skills and strong operational skills.
Advanced knowledge of foreign exchange operations, settlement, confirmations and market risks.
Proven track record of success and skills in developing and streamlining operational process.
Possess excellent written and verbal communication and presentation skills. Knowledge of foreign exchange trading policies, procedures, practices and documentation.
Ability to work effectively with individuals and groups across the company to manage customer relationships.
Proficient in using technical systems and diverse trading applications such as Reuters, Bloomberg and 360T. Strong aptitude in SWIFT, Excel and VBA, Foreign Exchange products and Microsoft office suite. Knowledge of Visual Basic is a plus. Experience with Peoplesoft is a plus.
Must have strong product and market knowledge associated with:
Foreign Exchange (FX) risk management instruments and techniques
SWIFT and affiliated clearing systems worldwide
Understanding of capital and financial impacts associated with FX exposure
Trends related to international funds transfer and foreign exchange industry
Must be highly detail-oriented and have a strong ability to perform effectively in a high volume, deadline-driven environment.
Physical Requirements and Working Conditions
lifting up to 25 pounds.
No relocation offered.
We do things a little differently here at Umpqua. Our retail stores serve as community hubs, our associates are given up to 40 hours of volunteer time each year, and we're never satisfied with the status quo. It's no wonder we've made "Fortune's 100 Best Companies to Work For" eight years in a row. But greatness has no finish line, so we continue every day to keep people at the center of everything we do. We focus on building relationships, understanding our customers' needs and connecting to people in new and innovative ways – always staying true to our mission of providing personalized banking for all people, whenever and however they prefer to bank.
Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
Global Markets – Head Of Latam Foreign Exchange Trading
Primary Location: United States,New York,New York
Education: Bachelor's Degree
Job Function: Trading
Shift: Day Job
Employee Status: Regular
Travel Time: Yes, 10 % of the Time
Job ID: 19017073
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.
Description of the Position
Head of LATAM Foreign Exchange Trading. The remit of this position is to lead and inspire a team of New York Hub and local country based traders, who trade FX products. This will involve overseeing traders quoting customers, building the franchise, working in partnership with Sales, generating trade ideas, meeting revenue targets, managing risk exposure as well as people management.
Job background/ context:
LATAM Foreign Exchange Trading is part of the FXLM Trading business and performs market-making and customer trading activity in Foreign Exchange. Products include: FX Spot, NDFs, FX Swaps & STIRT, FX Options and other FX related products. This role will report jointly to the Global Head of Foreign Exchange Trading and the Head of LATAM Markets.
Running and overseeing the LM FX LATAM trading activity, leveraging our customer footprint and franchise, and meeting both revenue and market share targets.
Managing teams of traders in New York, Brazil, Mexico and other diverse Latin American countries.
Recruitment, training and mentoring of junior staff and new hires and establishing a solid talent management approach.
Developing tools to promote, understand and leverage customer flow.
Supervision and management of risk limits at a regional and trader level.
Leveraging trading ideas and being a key contact for Citi's global client base with respect to LATAM FX and macro markets.
Being a partner and driving technology for e-platforms, pricing systems and key Technology initiatives .
Responsible for conduct and controls within LATAM FX and ensuring safety and soundness in our business.
Please note this position can be located in either New York, Mexico City and Sao Paulo are all options.
Very strong experience in trading/market making in Foreign Exchange, preferably with Local Markets and LATAM specific product experience. A strong track record in leading/managing teams, trading production, client connectivity and other leadership areas is expected.
Demonstrated leadership and management skills are critical. Comfort with and understanding of data and metrics around clients, risk, markets and people management is expected as well as understanding the mechanics of pricing and distribution of Foreign Exchange products.
- Degree from a recognized university.
- 10+ years of experience in Foreign Exchange markets
Demonstrated leadership ability
Proven track record in Foreign Exchange trading
Ability to lead in a geographically diverse environment
Ability to work and inspire a team of trading professionals
Customer centric mindset and a desire to grow our customer share and satisfaction
Understanding of complex FX risks and ecosystem and ability to leverage technology to innovate our offering
International Banking Specialist Foreign Exchange Settlements , Chicago Il, St. Paul MN
Performs a variety of duties relating to the processing of international banking products, services and related functions consistent with applicable regulations, policies and procedures. Products and services include import, export and stand-by letters of credit, foreign exchange settlement, collection, credit, foreign currency drafts, foreign remittances, banks acceptances, offshore lending and investment activities, etc. Communicates verbally and in writing with all parties concerned to resolve discrepancies and/or to obtain necessary approvals. Prepares payment and settlement schedules and disbursements. Ensures that all operational arrangements are in place for proper servicing.
Bachelor's degree, or International business technical, trade, or business school certificate
Eight or more years of experience in international banking services or financial services industry
Considerable knowledge of all international banking products, services and general bank operating policies and procedures
Strong critical thinking, analytical, organizational, problem-solving skills
Strong relationship management skills
Ability to perform under pressure and meet tight deadlines, when necessary
Excellent PC skills including spreadsheet, word processing and database manipulation
Excellent verbal and written communication skills
Well-developed ability to integrate knowledge, anticipate outcomes and use personal judgment
Global Markets – Vice President – Emerging Markets Foreign Exchange Trader
Provides timely and accurate execution of trades for Company's targeted institutional clients in assigned area. Manages the firm's trading risk as assigned. Responsibilities commensurate with level assigned.
Primary Responsibilities/Essential Functions:
Effectively maintains various risk positions and manages position limits, providing liquidity to clients and markets in order to maximize total revenue of trading profit plus commission
Ensures correct ticket entry and order routing, maintains communication with sales desk and assists in resolving any settlement problems, ensures ticket entry completion and provides general trade support, as necessary
Provides consistent pricing and market making to sales force and target clients
Monitors all daily electronic trading activity and determines where certain trades should be routed for execution, reviews all activity for accuracy of account information
Ensures all trades are booked to front office position keeping system on the day they are executed
Reconciles daily and/or monthly reports, as assigned
Ensures compliance monitoring is in place, including processes for management of operational risk, in accordance with HSBC and regulatory standards
Provides management direction to foster effective selection, development and reward of subordinates (if applicable) while contributing to initiatives in support of the Company's Diversity programs
Complete other related duties as assigned
- Uses initiative and independent judgement to analyze, problem solve and proactively respond to client issues. Expected to make the necessary decisions to carry out own job responsibilities and meet primary goals and objectives. Evaluates and escalates complex issues and/or problems to manager
Management of Risk
Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
Promote an environment that supports diversity and reflects the HSBC brand
Observation of Internal Controls
Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Two to five plus years institutional trading experience, detailed knowledge of all aspects of equity trading/compliance
Bachelor's degree in Finance, Economics, or equivalent work-related experience
Typically series 7 and 63 registrations (may not have registrations in HBUS)
Excellent verbal and written communication skills, must have strong analytical skills
Ability to multi-task and to work well under pressure, strong problem-solving and decision-making skills
Able to understand and manage complex and diverse instruments
Foreign Exchange Accounting Manager
Seeking a motivated self-starter with a strong accounting background (CPA preferred) and working knowledge of foreign currency hedge accounting. Must possess strong Excel skills, as well as a high degree of comfort working with foreign currency general ledger platforms (SAP preferred), payments, and reporting systems.
Qualified individuals should have a positive outlook, be comfortable working in a cross functional environment, and possess the ability to prioritize multiple tasks according to varying levels of importance. Initial responsibilities include managing the settlement, confirmation, and accounting duties related to Adobe's foreign currency hedging programs, with potential for future growth into FX trading responsibilities.
Near term priorities:
Co-leading FX team on adoption of new FX accounting under ASU 2017-12 as well as configuration of new FX valuation program within SAP.
Assuming ownership of FX general ledger accounting, account reconciliations, and all disclosures related to foreign currency derivatives as well as underlying foreign currency exposures.
Partnering with Cash Team on possible Treasury Workstation implementation and automation of FX settlement amounts into daily cash positioning.
Leading effort to enhance existing SAP FX workstation configuration to streamline trade entry and FX settlements.
Other responsibilities include:
Responsible for FX contract settlement instructions with external financial institutions and ensure SAP is up to date with current banking payment instructions.
Monitor trade tickets and confirm trades within SAP settlement program. Ensure SAP FX trade details and wire configurations are correct. Obtain approval signatures where necessary.
Monitor all settlements in SAP of outgoing wire payments and incoming credits for option gains from banking counterparties.
Input into SAP and monitor FX contracts that are settling intercompany funding.
Ensure straight through payment within SAP has been confirmed and received by banks.
Prepare monthly journal entries as needed, including posting of cash flow hedge gains, all entries to deferred revenue accounts, and any recurring entries.
Update accounting file for intercompany settlements.
Update FX trade logs to perform all related account reconciliations.
Monitor options hedging schedule to ensure policy compliance of option purchases. Ensure confirmations and wire settlements are completed in a timely manner.
Maintain EMIR and other externally required reporting.
SOX reporting for FX Settlements. Own Finastra relationship (FX settlement platform).
Reconcile all FX related GL accounts.
Responsible for external reporting support for FX disclosures
At Adobe, you will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists. You will also be surrounded by colleagues who are committed to helping each other grow through our unique Check-In approach where ongoing feedback flows freely.
If you're looking to make an impact, Adobe's the place for you. Discover what our employees are saying about their career experiences on the Adobe Life blog and explore the meaningful benefits we offer.
Adobe is an equal opportunity employer. We welcome and encourage diversity in the workplace regardless of race, gender, religion, age, sexual orientation, gender identity, disability or veteran status.
Director Foreign Exchange Sales - Southeast
The Senior Foreign Exchange (FX) salesperson is the central contact person for Foreign Exchange risk management solutions to clients for the delivery and maintenance of the bank's Foreign Exchange risk management products and services.
Focus marketing efforts on the Middle Market and Mid/Large Corporate spaces, promote FX business, and work with other industry verticals at Citizens.
Develop and implement strategic plans in concert with Senior Management and Citizens Bank's constituents to expand the business and the Citizens brand.
Facilitate development of credit process, new product additions, and marketing strategies.
Mentor and develop junior talent, enhance ongoing chemistry and integration within the Citizens' communities.
Provide primary coverage of defined Middle Market and Mid/Large Corporate clients and various geographical segments for FX.
Build client relationships, cross-sell, and lead initiatives to consistently deliver high value solutions to Citizens Bank's clients by understanding their risk management strategy related to payments/risk management, and providing timely market updates and suitable/appropriate ideas that manage risk.
Exhibit skill at negotiation techniques, be able to develop structured products/solutions, engage with Syndications on multi-bank transactions, review and understand legal and credit documentation, have an understanding of hedge accounting, and demonstrate skill in the areas of large exposure and complex risk management
Minimum of 8+ years related work experience in FX Sales, with deep understanding of FX derivative solutions (e.g. options and cross currency swaps)
Current and prior experience in soliciting, developing, servicing, and structuring a wide range of risk management products, as well as accounting guidance, structuring recommendations and market awareness.
Able to handle the most complex and sensitive client relationships.
Capable of handling difficult negotiations.
Independent thinker and self-starter.
Relationship management, economic, finance and credit skills.
Demonstrated ability to work in a collaborative team environment.
Full working knowledge of Bloomberg, financial modeling using Excel and Power Point presentation skills.
Familiarity with Dodd Frank legislation and its impact on the Foreign Exchange market.
Utilizes the resources of the Sales Analysts/Associates/Middle Office effectively so as to stay engaged in driving new business and serving client needs.
Travel up to 50%
- Bachelor's degree is required
- MBA and/or CFA preferred
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Monday - Friday
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity
It is the policy of Citizens Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries.
Cash Management Foreign Exchange Operations Associate II
Join a winning team! Signature Bank has appeared on Forbes' Best Banks in America list for the eighth consecutive year in 2018.
Signature Bank, member FDIC, is a New York-based full-service commercial bank with private client offices throughout the New York metropolitan area. The Bank's growing network of private client banking teams serves the needs of privately owned businesses, their owners and senior managers. Signature Bank offers a wide variety of business and personal banking products and services.
The Bank operates Signature Financial, LLC, a specialty finance subsidiary focused on equipment finance and leasing, transportation and franchise financing. Investment, brokerage, asset management and insurance products and services are offered through the Bank's subsidiary, Signature Securities Group Corporation, a licensed broker-dealer, investment adviser and member FINRA/SIPC. Signet, the Bank's digital payments platform, leverages blockchain technology allowing the Bank's commercial clients to make payments in U.S dollars 24 hours a day, 7 days a week, 365 days a year.
Cash Management FX Operations Associate II – Foreign Exchange Operations
In this position, you will be responsible for providing operational support to the Foreign Exchange wire processing work-flow. You will also provide client service support for all the operations and trade activity. The Cash Management FX Operations Associate II will act as the point of contact for all PCG groups on daily inquiries, concerns and investigations.
Registration of corporate/consumer FX wires into PNC pinacle portal, input consists of trade financial information & settlement instructions. Generating trade disclosures for consumer wires
Troubleshooting and resolving client and PCG inquiries, assists with interpretation of wire instructions, translates payment message formats and currency calculation structures
Creates End of Day reports to FX front office and Management. This includes daily consumer trade blotters, PNC settlement and funding reports customized for seamless translation
Supports FX front office to validate and input daily FX rates. Updates the FX intranet to publish currency rates to be used by PCG groups for their wire activity
Monitoring and processing of FX activity, including uploading of daily payments for processing, providing trade confirmations for client activity via PCG groups and other ad hoc tasks
Conducts investigations of wires and communicates with PCGs, agent banks, and updates Management on stale investigation cases requiring escalation
Reviews wire transaction documentation for corporate and consumer activity. For Consumer wires this entails added scrutiny for adherence to Dodd-Frank Regulation E requirements
3 years of banking experience preferred
One year college or technical school and/or one to three years of related experience
Foreign Exchange Operations (or similar back office operations) experience
Proactive, detail oriented, good organization skills
Communication- effective relay information to other teams, Documentation- FX confirms, Funds Transfer Requests, Legal,
Proactive, takes initiative and follows up events
Environment is manual and stressful situations can arise. Communication and teamwork is very important. Time sensitivity is key and adherence to payment deadlines is vital. FX Operations is a fast moving environment- this work effects clients and the banks' bottom line.
Signature Bank offers a competitive compensation (BONUS PROGRAM), an excellent health benefits package including, 401(k) plan with generous company match, gym reimbursement, pet insurance, tuition reimbursement, award winning wellness program, and much more for qualified employees!
Service is our cornerstone!
View available Careers with Signature at www.signatureny.com/careers
We are an Equal Opportunity Employer. We do not sponsor work visas.
Relocation or interview travel expenses are not available for this role
No Agencies Please
Capital Markets Sr. Product Specialist – Foreign Exchange
Job Description: :
The Swap Dealer Product Specialist will have responsibility for the issue management of processes related to international payments for Correspondent Banking Relationships and Foreign Exchange transactions such as Vanilla Forwards, Spot Trades, Non-Deliverable Forwards, FX Options, and Cross Currency Swaps. Will have a strong project focus with strategic initiatives that allow increased usage of automated processes that reduce manual touchpoints.
Will also partner with Swap Dealer Ops managers to identify tactical solutions that enable efficiencies for daily production support. The right candidate must possess strong technical and analytical skills along with critical thinking and organizational capabilities. Strong relationship building skills, effective communication, understanding of risk management, and working knowledge of the agile methodology are required for success in this role. Ability to quickly identify failed processes and implement change that drives improved processes are required. Must understand the front to back trade settlement life cycle, SWIFT Messaging, Correspondent Bank Relationships, and Reconciliation processes.
Bachelor's degree and minimum of 7 years of Capital Markets Experience or in a similar or related role.
Proven track record in the management of high volume/complex scenarios with use of technical and analytical skills to create exception monitoring of multiple asset classes.
Strong capability in providing clear directives to motivate teams, build relationships and leveraging networks to influence change that increase efficiency.
MS Office skills with an emphasis on Excel
Ability to multi-task, work in a team oriented and fast paced environment.
Series 99 certification.
Systems proficiency in the following:
Wall Street Systems
SWIFT Messaging and SWIFT GPI
ECNs – Misys, Bloomberg, FX All, Integral, 360T
MTS and ACH
Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.
To review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf
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Commercial Bank- Foreign Multi-National Corporations- Executive Administrative Assistant
Commercial Bank- Foreign Multi-National Corporations- Executive Administrative Assistant
Req #: 190031252
Location: San Francisco, CA, US
Job Category: Admin/Secretarial
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at http://www.jpmorganchase.com/ *
(CB), one of JPMC's four lines of businesses, provides a full range of services including lending, treasury services, investment banking, commercial card and asset management products to meet its clients' domestic and international financial needs. Through a network of 125 offices and about 7,000 employees, CB serves approximately 23,000 clients nationally, including corporations, municipalities, financial institutions and not-for-profit entities, with annual revenue generally ranging from $20 million to $2 billion, and nearly 36,000 real estate clients, owners and investors. CB is the third largest commercial bank in the U.S., with almost $140 billion in loans and almost $200 billion in deposits. In 2013, CB generated revenue and earnings of $7.0 billion and $2.6 billion, respectively.
Day to day duties will include scheduling meetings and appointments, logistics coordination and management of certain projects, travel schedules, processing expense statements and reserving conference rooms as necessary. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals. The duties and administrative functions will require confidentiality, initiative, sound decision-making, independent judgment and the ability to escalate serious or unique problems to higher levels.
Compliance – Manage sensitive data policy requirements and required reporting for team (including Passport and Sensitive Data Reviews)
Manage sports and entertainment tickets
Expense Management – Processing invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed within provided guidelines
Telephone coverage for multiple executives
Provide administrative support for the team
Actively manage the calendars of multiple team members and work effectively with other administrative assistants to coordinate/plan meetings and conference calls, which may involve numerous time zones
Book international & domestic travel arrangements and organize itineraries
Process timely and accurate travel expense reports
Develop and maintain electronic files as needed
Assist with staff onboarding and off boarding which includes requesting equipment setup and system access
Manage general office needs such as ordering supplies, mail distribution, facilities management and floor maintenance
Demonstrate high degree of professionalism in executive interactions
Work cooperatively with national full administrative assistants team, in positive partnership to back up each other smoothly
Participate in planning of events and marketing activities including CKC (Customer Knowledge Center) nomination, RSVP list, logistics and onsite assistance as needed
CKC (Customer Knowledge Center) contact maintenance and call note entry for team as needed
Coordinate Sr. Executive Market visits including collecting profiles for client visits/meetings
Manage S24 (Series 24 Supervisor) requirements including assisting with audit preparation and Patrol entries
Participapte in planning of events and marketing activities including CKC (Customer Knowledge Center) nomination, RSVP list, logistics and onsite assistance as needed
Assist in editing spreadsheets and presentations including printing and binding for client meetings - skills in Word, Excel, and PowerPoint required
Self-starter, ability to work in a fast-paced team environment
Willing and able to learn the business and fully understand how and why tasks satisfy business needs
Strong interpersonal, written, and oral communication skills
Strong organizational and time management skills
Ability to work independently as well as part of the team to ensure that the needs of the group are always met and that adequate assistant coverage is provided to the group
Make yourself available to your peers to assist with overflow, special projects and day-to-day tasks
Strong Technical skills – hardware and software
Tasks, whether routine or urgent, are completed successfully and in a timely manner
Understanding and demonstrating good problem-solving skills
Calendar management/document organization
Other administrative/general tasks
Maintain department equipment (fax machines, copiers, printers, etc.)
Coordinate group coverage (i.e., vacations, training and temporary assistance)
Establish and maintain open communication policies with peers and managers across the country
Maintain familiarity with all policy and technology updates
Maintain confidentiality of information
Minimum 5 years senior executive secretarial experience (3 years with high level ED (Executive Director) or MD (Managing Director )/SVP (Senior VP) preferred
Proven PC skills, highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Enthusiastic, self-motivated, effective under pressure, and flexible
Able to work with minimal supervision, works well individually and in teams, shares information, and supports colleagues
Solid organizational and time management skills
Excellent verbal and written communication and interpersonal skills required with the ability to produce high quality emails and messages to individuals at all levels of the organization
Excellent telephone skills (i.e. takes accurate and complete messages)
Expected work schedule 8am-5pm, M-F with flexibility for overtime depending on the work load
Knowledge of the following systems: EURC (Request Center), Concur, GSP (Global Supplier Portal), Ariba, and
Travel Express is a plus
To be considered for this role, you may be required to complete a video interview powered by Hirevue
Data Exchange Coordinator-665
This position is only open to Colorado state residents.
This announcement will remain open until April 29, 2019, or when 30 qualified applications are received, whichever occurs first. As such, applicants are encouraged to submit applications early.
We are committed to increasing the diversity of our staff and providing culturally responsive programs and services. Therefore, we encourage responses from people of diverse backgrounds and abilities.
Make a real difference . . .
Do you have a passion and drive to apply your talent to create a healthier Colorado? Are you looking for a career that provides you with opportunities to improve the world around you? The Colorado Department of Public Health and Environment (CDPHE) is seeking diverse individuals from all backgrounds to contribute to its mission to protect and improve the health of Colorado's people and the quality of its environment.
If your goal is to build a career that makes a difference, consider joining the dedicated people at CDPHE. Our tobacco-free, walkable campus offers free parking and is conveniently located near the Cherry Creek bike path, Whole Foods, Glendale City Set, RTD bus lines, and the Cherry Creek Shopping Center. In addition to a great location and rewarding, meaningful work, we offer:
Health Links certified Family Friendly Business
Tuition assistance for current enrollment in college coursework
Excellent work-life programs, such as flexible schedules and a variety of employee resource groups
Employee wellness program including locker rooms, bike storage lockers, on-site yoga, and health insurance premium savings
Mentoring program with opportunities for mentors and mentees
Internal professional development opportunities on a wide variety of subjects
Distinctive career advancement opportunities throughout the State system
Strong retirement benefits through the Public Employees Retirement Association (PERA)
Medical and dental health insurance plans
State-paid life insurance and short-term disability and optional employee-paid long-term disability
10 paid holidays per year, paid vacation and sick leave, paid volunteer and parental academic leave, and educational leave
Some positions may qualify for the Public Service Loan Forgiveness Program. For more information, go to https://studentaid.ed.gov/sa/repay-loans/forgiveness-cancellation/public-service?
Description of Job
The Work Unit
The Colorado Immunization Branch (CIB) works to reduce vaccine-preventable disease by developing and implementing programs designed to positively influence the uptake of immunizations across the lifespan. CIB utilizes a variety of strategies to promote education, optimize vaccine resources, assure access to vaccines and maintain the Colorado Immunization Information System (CIIS), a confidential, population-based, computerized information system that collects and consolidates immunization data for Coloradans of all ages from a variety of sources and provide tools for designing and sustaining effective immunization strategies at the provider and program levels. CIB also operates the Federal Vaccines for Children (VFC) program, the Federal Section 317 program, and all immunization education and outreach activities.
This position is in the Interoperability Unit of the CIIS Program. The purpose of CllS is to collect and consolidate immunization information from public and private healthcare providers throughout Colorado to provide real-time information for clinical decision making at the 'point of care' about which immunization(s) an individual needs at the time of each healthcare visit. In addition, CllS is used by healthcare providers and public health to identify and notify parents/guardians that their child has not received recommended immunizations. CllS data are used to calculate immunization coverage rates in the state and in sub-populations for public policy development and to target interventions to improve immunization coverage rates.
What You'll Be Doing
This position provides education, training and technical assistance to public and community health agencies and private healthcare providers on immunization electronic data exchange practices and standards.This position serves as a project manager by coordinating and implementing electronic health record (EHR) interfaces from healthcare providers and other data senders such as health insurance plans, pharmacies and local public health agencies to CIIS. Coordinates with the Colorado Regional Health Information Organization (CORHIO) and the Quality Health Network (QHN) for interfaces that will connect to CIIS through the Health Information Exchanges (HIE). Contributes to data exchange guidance and procedures. Implements testing procedures and standards to evaluate and assess system enhancements and upgrades made to the CIIS web application and iSIIS Vision application baseline code. Responsible for project management and communications regarding interface implementation progress and Promoting Interoperability initiatives through the Colorado Public Health Reporting (CoPHR) portal.
Minimum Qualifications, Substitutions, Conditions of Employment & Appeal Rights
- Graduation from an accredited institution with a bachelor's degree in informatics, public health, health education and promotion, nursing, public administration, health information management, or a closely related field.
- Two years of full time experience working with public health or medical records; providing technical assistance, education, or training to health care providers; project management of health information systems; or coordinating electronic health records.
Additional experience as described above may be substituted for the bachelor's degree on a year-for-year basis.
A graduate degree in informatics, public health, health education and promotion, nursing, public administration, health information management, or a closely related field may substitute for the bachelor's degree and two years of experience.
The required experience must be substantiated within the work experience section of your application. Your resume will not be reviewed to determine if you meet the minimum qualifications; only the work experience section of your application will be reviewed to determine this. "See Resume" statements on the application will not be accepted. In addition, part-time work will be prorated.
A copy of your college/university transcript must be submitted at the time of application (Unofficial transcripts are acceptable.)
Preferred Qualifications and Essential Competencies
Prior experience with or understanding of vaccinations and immunization best practices
Experience providing full cycle project management and facilitation for electronic medical or public health systems
Prior experience with and understanding of the functionality of immunization information systems
Prior experience with data exchange between disparate information systems
Experience providing education, training, and technical assistance to health care providers
Computer literate with extensive software proficiency covering wide variety of applications
Proven relationship builder with strong interpersonal skills
Demonstrated proficiency working independently and collaboratively with internal teams and diverse public stakeholders
Outstanding skills and abilities in verbal and written communication
Ability to adapt communication style to fit diverse audiences of varying technical levels, and at various levels within an organization, in groups and individual settings
Excellent organizational skills including the ability to set, track, and accomplish priorities, goals, and timetables to achieve maximum productivity, knowing the status of activities at all times
Ability and motivation to develop creative solutions to complex, interpersonal, process, and systemic challenges
The passion and ability to dive into the work and accomplish tasks within established timeframes, along with a high degree of attention to detail
High tolerance for ambiguity and ability to perform research to identify appropriate courses of action
Strong sense of professionalism, including a strong work ethic and reliability
Conditions of Employment
Must maintain ability and willingness to independently travel approximately 10% of the time. The purpose of travel is to attend meetings and conferences both in-state and out-of-state.
A pre-employment criminal background check will be conducted as part of the selection process. Felony convictions or convictions of crimes of moral turpitude or convictions of misdemeanors related to job duties may disqualify you from being considered for this position. Should your background check reveal any charges and convictions, it is your responsibility to provide the Colorado Department of Public Health and Environment Human Resources office with an official disposition of any charges.
On Call Status: Must be willing to be on-call in the event of an emergency (e.g. bio-terrorist attack, chemical attack, disease outbreak, or all hazards) and be required to report to work immediately at the regular or alternate location. During this time, travel restrictions may be in place.
On Call Status: Must be willing to be on-call in the event the activation of the Continuity of Operations Plan (COOP) and be required to report to work immediately at the regular or alternate location. During this time, travel restrictions may be in place.
Applicant Checklist: The following must be submitted by the application deadline.
A completed State of Colorado application submitted online via colorado.gov/jobs by the application deadline.
A cover letter that describes how your experience aligns with the minimum and preferred qualifications of this position. Cover letters must be uploaded as an attachment to your colorado.gov/jobs application. Cover letters will not be accepted after the closing date and time of the announcement.
If you are a veteran, a copy of your DD214 attached to your colorado.gov/jobs application.
If using education to qualify, a copy of your college/university transcripts. Transcripts can be attached to your colorado.gov/jobs application.
The Selection Process: Applicants will be notified at each step in the selection process via email. Emails will come from email@example.com.
All applications that are received by the closing of this announcement will be reviewed against the Minimum Qualifications in this announcement. Candidates who meet the minimum qualifications proceed to the next step.
Colorado Revised Statutes require that state employees are hired and promoted based on merit and fitness through a comparative analysis process.
Part of, or all of, the comparative analysis for this position may be a structured application review, which involves a review of the information you submit in your application materials by Subject Matter Experts (SMEs) against the preferred qualifications.
A top group, up to six candidates, will be invited to schedule an interview with the hiring manager.
Appeal Rights: If you receive notice that you have been eliminated from consideration for the position or that as a result of no longer being considered, you were discriminated against, you may protest the action by filing an appeal with the State Personnel Board/State Personnel Director within 10 days from the date you receive notice of the elimination. Also, if you wish to challenge the selection and comparative analysis process, you may file an appeal with the State Personnel Board/State Personnel Director within 10 days from the receipt of notice or knowledge of the action you are challenging. If an applicant seeks to have an allegation of discrimination reviewed by the Board, that person must file an appeal (petition for hearing) within 10 days of the action or receipt of any final written selection decision. Refer to Chapters 4 and 8 of the State Personnel Board Rules and Personnel Director's Administrative Procedures, 4 CCR 801, for more information about the appeals process. The State Personnel Board Rules and Personnel Director's Administrative Procedures are available at www.colorado.gov/spb. A standard appeal form is available at: www.colorado.gov/spb. If you appeal, your appeal must be submitted in writing on the official appeal form, signed by you or representative, and received at the following address within 10 days of your receipt of notice or knowledge of the action: Colorado State Personnel Board/State Personnel Director, Attn: Appeals Processing, 1525 Sherman Street, 4th Floor, Denver, CO 80203. Fax: 303-866-5038. Phone: 303-866-3300. The ten-day deadline and these appeal procedures also applies to all charges of discrimination.
E-Verify: CDPHE uses e-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities.
You must be legally eligible to work in the United States to be appointed to this position. CDPHE does not sponsor non-residents of the United States.
ADAAA Accommodations: Any person with a disability as defined by the ADA Amendments Act of 2008 (ADAAA) may be provided a reasonable accommodation upon request to enable the person to complete an employment assessment. To request an accommodation, please contact Katie Flood at firstname.lastname@example.org at least five business days before the assessment date to allow us to evaluate your request and prepare for the accommodation. You may be asked to provide additional information, including medical documentation, regarding functional limitations and type of accommodation needed. Please ensure that you have this information available well in advance of the assessment date.
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