Operations Specialist – Account Transfers
Location
Philippines
Posted
8 days ago
Salary
0
Seniority
Mid Level
Job Description
Operations Specialist – Account Transfers
PEAK6
• support day-to-day operations of custody and clearing services with a primary focus on Account transfers • process account transfers through multiple methods including ACATS, Non-ACATS, and direct transfers • aid in the remediation of transfer failures or errors • ensure compliance and correct supervisory oversight of the transfer process • engage in daily processes and project-oriented work to improve account transfers
Job Requirements
- Minimum of 2-3 years’ experience in the financial industry
- strong analytical skills
- attention to detail
- ability to work collaboratively in a fast-paced team environment
- excellent verbal and written communication skills
- ability to interpret detail and summarize succinctly
- understanding of Microsoft office tools including Excel
- strong customer service and problem-solving skills
- experience in Core Brokerage Operations functions
- FINRA SIE and FINRA Series 99 required (or willingness to obtain within 90 days of employment; Series 7 is preferred)
Benefits
- healthcare benefits (medical, dental and vision, EAP)
- competitive PTO
- 401k match
- parental leave
- HSA contribution match
- paid subscription to the Calm app
- generous external learning and tuition reimbursement benefits
- hybrid work schedule
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