Operational Specialist

2 days ago


st louis, United States Calculated Hire Full time

Job Title: Operational Specialist

Job Summary:

We are seeking a highly skilled Operational Specialist to join our team at Calculated Hire. As an Operational Specialist, 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.
  • Communicate effectively with financial advisors and their assistants to resolve inquiries and issues.
  • Perform operational tasks on complex securities, including handling ACH requests and reviewing time-sensitive documents.
  • Identify opportunities for process improvements and implement changes to increase efficiency.
  • Collaborate with peers and managers to resolve issues and achieve goals.
  • Interact with internal customers to provide excellent service and support.

Requirements:

  • 2+ years of experience in securities operations or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Knowledge of financial systems and processes.

Preferred Qualifications:

  • Experience with data entry or other administrative processing.
  • Financial systems experience.
  • Ability to work independently and as part of a team.


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