Operations Specialist Overview • The Operations Specialist supports comprehensive trade processing across global and domestic markets, ensuring accuracy, efficiency, and compliance in all operational workflows. • Collaborate with internal teams and external partners to facilitate seamless trade settlements and confirmations for diverse financial products. • Maintain client static data and commission schedules, ensuring up-to-date information for global market operations. • Perform daily reconciliations, identifying and resolving discrepancies to ensure operational integrity. • Assist in onboarding new client accounts, including sub-accounts and managed funds, enhancing client service capabilities. • Participate in system testing and enhancements, contributing to operational efficiency and technological improvements. • Provide general operational support, ensuring smooth daily workflows and adherence to regulatory requirements. • This hybrid role offers opportunities for professional growth in a dynamic and collaborative environment. Operations Specialist Key Responsibilities & Duties • Process timely and accurate trade allocations and bookings using industry-standard platforms and manual workflows. • Support domestic and international trades, ensuring proper delivery and settlement across multiple platforms. • Deliver trade confirmations to clients, maintaining accuracy and timeliness for all financial products. • Monitor trade processes from booking to settlement, ensuring compliance and operational efficiency. • Maintain client static data, including settlement instructions and commission schedules, for global market operations. • Perform reconciliations to identify and resolve operational discrepancies, ensuring data accuracy. • Assist in client onboarding processes, enhancing account management and operational workflows. • Create and track system tickets for process issues, contributing to operational improvements. Operations Specialist Job Requirements • Bachelor’s degree in Finance, Business, or a related discipline is required. • Minimum of 3 years of experience in operations, middle office, settlements, or trade support roles. • Preferred 5 years of experience in relevant operational functions within financial services. • Strong attention to detail and high level of accuracy in all tasks. • Excellent verbal and written communication skills, ensuring effective collaboration and client interactions. • Series 7 or SIE and Series 99 certifications preferred; must obtain required licenses within three months of hire. • Proven ability to work independently and collaboratively within a team environment. • Experience with industry-standard platforms and reconciliation processes is highly desirable.