responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts
reconciliation, settlement, and trade and transfer support
providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures

Minimum 1 year experience in financial operations, trading, money movement, wires, and/or general ledger balancing
Ability to manipulate data in Microsoft Excel using filters, formulas, or pivot tables to create and track worklists
Experience managing multiple workflow tools and/or mailboxes, organizing work and prioritizing daily email communications efficiently
Experience, studies, or knowledge related to operations, finance or accounting concepts
Experience documenting work for record keeping or evidence purposes

competitive benefits to support their physical, emotional, and financial well-being

Transaction Management Ops Analyst – Securities Settlement

About this role