Dallas, TX, 75219, USA
3 days ago
Operations Specialist
Work for one of the largest financial institutions in the world. Great opportunity to build a career within a great organization and network with like-minded professionals. Adecco is currently assisting one of its clients in their search for an **Operations Specialist in Dallas, TX!** Pay rate: $ 23.45/HR Shift availability: Mon – Fri, 8a-5p Contract: 6 Month Assignment **For instant consideration for this role, click on Apply Now and upload your resume.** The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments. The Settlement and Derivates team support the settlement of domestic and foreign assets for Private Bank accounts related to marketable equity and fixed income securities. The team facilitates transaction processing on behalf of Private Bank accounts related to various products including Options, Futures, TBA Pair off trade processing, Collateral transaction processing, and provides support Columbia Investments and MAA Optima trade files. The Transaction Management Ops. Analyst is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Our ideal candidate must have/must be able to: · Reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. · Process investment transactions to trust accounting system for Private Bank clients. · Provide operational support and transaction processing for various product types and functions. · Perform moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established guidelines and procedures. · Data entry, settlement, balancing, reconciliation, and reporting for various types of transaction to meet critical deadlines. · Analysis and resolution of moderately complex transactions requiring escalations and/or exceptions, and works with appropriate Financial Advisors, Investment Managers, and Internal and External Business partners to provide problem resolutions for function related items. · Responding to complex client inquiries through numerous channels to support operational efficiency and quality client service. · Proactively identifying risk and opportunities for process improvement based on an understanding the work impacts other operational units. · Generating reports and data metric collection, procedure maintenance, as well as project or testing support. Education/Certification Requirements: + High School Diploma or GED Experience requirements: + 1+ years of banking operations experience + Knowledge of Financial Markets + Previous customer service experience + Intermediate Excel skills + Previous broker dealer or financial support experience preferred + Experience with PACE is preferred + Market experience and understanding bonds, stocks, etc. Note: **This role is an onsite role in Dallas, TX!** As a reminder, this role is being recruited for by one of our National Recruitment Teams and not your local Branch. In order to be considered, please follow the steps included upon your application. If you are interested in an **Operations Specialist position in Dallas, TX** APPLY NOW for instant consideration! **Pay Details:** $23.45 per hour Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: + The California Fair Chance Act + Los Angeles City Fair Chance Ordinance + Los Angeles County Fair Chance Ordinance for Employers + San Francisco Fair Chance Ordinance
Confirm your E-mail: Send Email