Operations Processing Specialist managing financial transactions for brokerage accounts. Responsible for processing requests and ensuring accuracy in a fast-paced environment.
Responsibilities
Answer internal and external phone calls; make outbound phone calls to our financial professionals
Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing.
Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow.
Interact with clearing firms and financial professionals on routine brokerage account processing requests; provide timely updates and statuses.
Requirements
2-3 years relatable or transferable work experience; financial services experience preferred
Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree
STRONG customer focus orientation
High attention to detail, analytical mindset, and problem-solving skills
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