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Operations Specialist

Job Type : Temp/Contract
Reference Code : Sarah DeMorrow
Start Date : 10/16/2017
Hours : Full Time
Travel : No
Relocation : No
Industry : Brokerage

Job Description :

• Daily processing of statements, wires for payouts to advisors

• Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance for current  Advisors

• Support complex compensation issues including but not limited to: corrections and institutional payout requirements

• Work with multiple teams including but not limited to: Registration, Service, QA, Transitions, Business Consulting and Commissions Service

• Ability to multitask and process and code statements with detailed accuracy

• Additional tasks to match changing business needs


Required Qualifications :

• 2-3 years General Accounting or Financial Industry Experience

• Experience in Commissions Processing preferred

• Bachelor’s Degree preferred

• Software/Systems Skills Required: Microsoft Office Suite with advanced skills in Word and Excel, Oracle, Documentum and Siebel

• Software/Systems Skills Preferred: ASAT, Salesforce, Visio, Adobe Professional

• Ability to meet strict deadlines with minimal supervision in a fast-paced environment

• Effective and proactive communicator with strong verbal and written communication skills especially when dealing with various groups and in all levels of management

• Excellent interpersonal skills with the ability to interact with various levels of personnel in addition to encouraging and building positive relationships

• Exercises judgment within broadly defined practices and policies in selecting methods, techniques and evaluation for obtaining results

• Ability to manage multiple assignments

• Attention to detail, ability to analyze information and strong reporting skills

• Excellent problem solving skills that affect daily operational matters

• Thorough documentation skills and ability to document new processes



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