Investment Operations Specialist
2 weeks ago
Amerantbank is seeking a highly skilled Investment Operations Specialist to join our team. As a key member of our operations team, you will be responsible for providing exceptional support to our broker dealer and registered investment advisor clients.
Key Responsibilities:
- Process new brokerage and advisory accounts, ensuring timely and accurate onboarding.
- Image and index account opening documents, maintaining a paperless environment.
- Process asset movement requests within established SLA times, adhering to quality-controlled processes.
- Facilitate securities transfers, adhering to industry best practices.
- Monitor client email inboxes, ensuring timely processing of client requests and maintaining high customer satisfaction.
- Provide support reviewing and approving requests initiated by team members.
- Act as a liaison between front office, Pershing, counterparties, and internal departments on all matters.
- Support the settlement of fixed income trades, working with custodial banks and counterparties.
- Ensure timely reporting of TRACE eligible trades to FINRA and resolve any breaks or discrepancies.
- Monitor internal workflow applications, ensuring timely processing of submitted cases.
- Provide superior customer service to broker dealer/registered investment advisor clients.
- Maintain confidentiality of client, firm, and employee information.
- Manage office supplies for the Investments TSMO Area.
- Process document bank storage.
- Participate in monthly process review meetings, presenting assigned procedures.
Requirements:
- Bachelor's degree in economics, finance, business administration, or engineering.
- FINRA SIE certification required.
- FINRA Series 99 preferred.
- 1-3 years of relevant experience processing back and middle office requests.
Technical Requirements:
- Basic investments and securities knowledge.
- Previous experience with MS Office skills, including MS Word, MS Excel, MS PowerPoint.
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