Operations Support Specialist/Trade Processor Job in Stamford 06901, Connecticut Us
Boutique investment firm looking for an Operations Support Specialist/Trade Processor. Candidate must possess an outgoing and professional telephone manner, must work well independently and within a team and be a hands-on, self-starter. The position is suited to an individual with a quest to learn and prefers busy over boredom. Recent college graduates or experienced individuals wanting an understanding of business operations should apply.
Responsibilities:
Monitor and resolve all unsettled trades
Process security purchases and sell transactions
Research all client inquiries pertaining to their account
Internal and external reporting
Management relationships with executing brokers
Database management
Requirements:
College degree or equivalent experience (finance or management degree preferred)
Excellent Excel skills
Strong data entry accuracy
Professional phone etiquette and customer service experience
Trade experience a plus
Series 7 license a plus but will train
Strong work ethic and positive attitude
If you are a team-oriented individual who has the ability to wear many hats, please send resume and salary requirements to employment@philosmith.com
401(k), Health Insurance, PTO, etc.
NO AGENCIES PLEASE!