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Operational Specialist
2 months ago
Securities Operations Role
Overview
Calculated Hire is seeking a skilled Securities Operations Representative to join our Asset Movement Group. As a key member of our team, you will be responsible for handling a high volume of transactions, communicating with financial advisors and their assistants, and performing various operational tasks on complex securities.
Key Responsibilities
- Process and reconcile transactions in a timely and accurate manner.
- Handle ACH requests and communicate with financial advisors and their assistants.
- Perform moderately complex duties such as researching inquiries and reviewing time-sensitive documents.
- Collaborate with peers and managers to resolve issues and achieve goals.
- Interact with internal customers and receive direction from leaders.
Requirements
- 2+ years of Securities Operations experience or equivalent experience demonstrated through work experience, training, military experience, or education.
- Data entry or administrative processing background.
- Financial systems experience.
- Ability to work in a fast-paced environment and adjust on the fly.
What We Offer
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive pay rate.