Business Services Analyst
4 days ago
We are seeking a highly skilled Financial Operations Associate to join our team at Fidelity TalentSource LLC. As a key member of our Restricted Stock Services team, you will play a crucial role in assisting clients with selling restricted / control securities pursuant to Securities and Exchange Commission guidelines and insider trading rules.
About the Role:
- You will primarily be responsible for managing multiple work items, providing mentorship, education, and attention to detail on transactions from start to finish.
- You will interact with clients, corporate securities' counsel, and transfer agents to provide a flawless client experience.
- You will have the opportunity to work under pressure and within tight deadlines while maintaining strong communication skills.
What We Offer:
- A competitive salary range of $70,000 - $90,000 per year.
- The chance to work in a dynamic and motivated team environment.
- Ongoing training and development opportunities to enhance your skills and career progression.
Requirements:
- Bachelor's degree preferred.
- 2-3 years of financial services experience preferred.
- Strong verbal and written communication skills.
- Ability to work under pressure and within tight deadlines.
- Understanding/administration of 10b5-1 trading plans is a plus.
- Solid understanding of Fidelity systems (XTRAC, FBSI) is a plus.
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