Records Management Office (M/F)

Descrição do emprego

Fórum Selecção is looking for a Records Management Office (M/F) for a Corporate Bank

Main activities:

– Maintain and update RMO (Records Management Office) policy, procedures and retention schedule;
– Support the automation of manual processing of regulatory and non-regulatory records;
– Oversight of day-to-day operations within RMO;
– Assist in the transformation of the firms’ records management processes to meet organizational and regulatory requirements;
– Ability to operate in a complex environment, managing multiple complex initiatives covering global markets, technology, project management, etc;
– Familiarity with current regulations related to Records Management;
– Perform records management governance assessments on new bank projects, ensuring RMO standards are being met and all records and regulations are being identified and adhered to;
– In coordination with the arraigned third party, facilitate the annual Designated Third Party (D3P) testing effort, validating compliance to SEC Rule 17a-4;
– Work closely with IT to provide system administration oversight for the bank’s internal records repositories, ensuring records management criteria is being implemented and operability is running efficiently;
– Assist with analyzing, troubleshooting and resolving system issues and bugs;
– Develop and design records management training materials and courses for our client, promoting the policy and procedures;
– Monitor the Records Management Governance Tool, ensuring functional Records Retention Schedules are up to date and incorporate any regulatory or bank changes;
– Collaborate with a multitude of stakeholders to achieve compliance with recordkeeping/data annual certifications;
– Lead WORM (Write Once, Read Many) Governance initiatives and processes to validate compliance;
– Drive the RMO Change Management Governance Process by representing the RMO in various committees and managing events that could have an impact on recordkeeping requirements;
– Lead RMO third party vendor processes by managing records and information stored with third party vendors throughout the respective relationships;
– Assist with annual regulatory reporting on behalf of the CIB Americas RMO;
– Develop, monitor, manage and evidence RMO controls to validate effectiveness and operability.

Profile and skills we look for:

– Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint);
– Knowledge of industry specific software is a bonus;
– Facilitate and lead a collaborative environment, ensuring subject matter experts can work outside the box; engage people, helping them solve their own issues;
– Identify, communicate and drive change within an organization;
– Ability to multi-task on an ongoing basis;
– Ability to interact effectively with people at all levels of the firm;
– Positive, energetic and self-motivated team player with strong organizational skills;
– Analytical, rigorous, with attention to details;
– Flexibility: ability to work in a changing environment and covering different time zones;
– Project management skills;
– 7-12 professional experience (Global markets experience mandatory).

Temporary project: 1 year

– Schedule between 9.00 am and 6.00 pm (Hybrid)
– Location: Lisboa

For apply, send your cv for debora.toco@forumseleccao.pt, with the reference “Records”