Financial Operations Coordinator

6 days ago


McKinney, Texas, United States Recruit Monitor Full time
About the Job

We are looking for a highly motivated Data Entry Admin to perform daily trade activities for Alternative Investments at Recruit Monitor.

Job Description:

The successful candidate will refine exchange buy and sell purchases in client accounts, pinpoint and fix breaks determined between TD Ameritrade and fund companies or transmit agents, handle business action events, settle/reconcile transactions activity, and process/reconcile returns task.

Responsibilities:
  • Review membership contracts or transmission requests
  • Client/Advisor account exemptions
  • Governing responsibilities (Examples: 2340 and 15C3-3)
  • Settlement of Field, Dividend, and Transactions Cracks
  • Reconciliation across BOS and Fund Firms
Benefits:
  • A competitive salary of $62,375 per year, based on experience
  • A strong understanding of financial markets and regulations
  • Excellent problem-solving skills and attention to detail

The ideal candidate will be able to work independently and have a strong understanding of financial markets and regulations.



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