Business Services Analyst

4 days ago


Westlake, Ohio, United States Fidelity TalentSource LLC Full time
Job Title: Financial Operations Associate

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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