Operations Specialist – Account Transfers

OperationsOperationsFull TimeRemoteMid LevelTeam 1,001-5,000H1B SponsorCompany SiteLinkedIn

Location

Philippines

Posted

8 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

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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