Operations Specialist (Hybrid)
About the position
Responsibilities
• Provide daily trade support and reconciliation.
• Verify data integrity and ensure accurate reporting.
• Deliver customer service to internal and external clients.
• Assist with client onboarding and new account initialization.
• Handle data and client reporting tasks.
Requirements
• Bachelor's Degree or a comparable combination of education and professional and/or military experience.
• Up to one year of financial operational experience or relevant classwork.
• Two years of financial services industry experience in trade settlements preferred.
• Knowledge of domestic equity and fixed income settlement functions.
• Familiarity with sponsor systems is a plus.
Nice-to-haves
• Bachelor's degree in a business-related major (Finance/Accounting) preferred.
Benefits
• Competitive total compensation package including bonus programs.
• Paid vacation and parental leave.
• Volunteer day to support community engagement.
• Opportunities for professional networking and development.
Apply Now
Apply Now
Responsibilities
• Provide daily trade support and reconciliation.
• Verify data integrity and ensure accurate reporting.
• Deliver customer service to internal and external clients.
• Assist with client onboarding and new account initialization.
• Handle data and client reporting tasks.
Requirements
• Bachelor's Degree or a comparable combination of education and professional and/or military experience.
• Up to one year of financial operational experience or relevant classwork.
• Two years of financial services industry experience in trade settlements preferred.
• Knowledge of domestic equity and fixed income settlement functions.
• Familiarity with sponsor systems is a plus.
Nice-to-haves
• Bachelor's degree in a business-related major (Finance/Accounting) preferred.
Benefits
• Competitive total compensation package including bonus programs.
• Paid vacation and parental leave.
• Volunteer day to support community engagement.
• Opportunities for professional networking and development.
Apply Now
Apply Now