About this role

The Clearing and Settlements Support Analyst provides a very broad range of support functions to correspondents and registered investment advisor clients of Green Pier Fintech LLC
Work closely with other operational departments and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors

2-4 years brokerage trading, operations, and/or service experience
Series 7 or 99 (or the ability to obtain within 180 days)
Advanced Microsoft Excel skills required: ability to independently create VLOOKUPS, pivot tables, formulas, and macros; VBA experience is a plus
Attention to detail and high level of precision when executing procedures
Effective verbal and written communication skills
Ability to operate with autonomy and manage work independently
Capable of quickly learning operating systems and processes

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Brokerage Analyst – Settlement Support

Key skills