About this role

Support daily brokerage operations including trade monitoring, settlement, and operational workflows
Assist in performing reconciliations between internal systems and external partners
Investigate and help resolve operational discrepancies or trade exceptions
Support account operations including onboarding checks, funding workflows, and operational requests
Assist with corporate actions, dividends, and other lifecycle events affecting customer accounts
Work with internal teams to escalate and resolve operational issues impacting customers
Help document operational procedures and contribute to improving operational processes
Support operational readiness for new product launches and platform updates

0–2 years of experience in financial services, brokerage operations, fintech, or a related field
Bachelor’s degree in Finance, Economics, Business, Commerce, or a related discipline
Strong attention to detail and ability to work with operational data accurately
Good analytical and problem-solving skills
Strong communication and collaboration skills
Ability to work in a fast-paced environment and manage multiple tasks
Interest in financial markets and brokerage operations

Operations Associate – Broker Dealer

Key skills