Operations Specialist

3 weeks ago


Miami, United States Creand Wealth Management (Beta Capital) Full time
Operations Analyst Job Description

Creand Wealth Management (Beta Capital) is seeking an experienced Operations Analyst to join our team in the Brickell office. As a key member of the Operations Department, you will support the Operations Manager in providing exceptional service to our Broker Dealer and Registered Investment Advisory clients.

Main Responsibilities:

  • Process and maintain Brokerage accounts for Retail and Institutional clients.
  • Execute Foreign Exchange Transactions and manage incoming and outgoing checks for clients.
  • Support the sales force in settlement and day-to-day business operations.
  • Process Allfunds Mutual Funds sells/buys orders and perform daily cash and position reconciliation of custody accounts.
  • Prepare and process journal entries and respond to audit requests from regulators.
  • Collaborate with all departments across the firm and review daily deliverables for root-cause analysis and issue remediation.
  • Proactively seek ways to improve current processes and reporting to senior management.
  • Support Operations Manager with ad hoc reporting and cross-train within the Operations Department to know all roles and responsibilities.

Qualifications:

  • 1-3 years of industry experience in Brokerage Operations.
  • FINRA Series 99 preferred.
  • Develop a deep understanding of self-clearing broker dealer operations.
  • Process-oriented mindset to think critically in a fast-paced environment.
  • Excellent verbal and written communication skills.
  • Ability to manage project work and day-to-day functions simultaneously.
  • Attention to detail at the highest level.
  • Proficiency in Microsoft Suite of products, specifically MS Excel.
  • Excellent time management skills.
  • Ability to work in a team environment, self-motivated, and research capabilities.
  • Pro-active, detail-oriented, and organized.
  • Higher-level analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • High level of integrity, confidentiality, and judgment.
  • Proactive and self-starter who is goal-oriented.
  • Ability to multi-task and prioritize tasks.

Creand Wealth Management (Beta Capital) is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and associates.



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