Investment specialist from Collabera
Dallas, TX
About the Job
Note:
- The position is Onsite (No Work from Home).
Position Details:
- Position: Operations Specialist
- Job duration: 06 months of contract
- Location: Dallas, TX USA 75202 (Onsite)
- Work Schedule: Monday - Friday
- Pay Range: $22-24/hr
Roles and Responsibility:
- Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
- Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
- The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
- Ensure all trades are posted in the correct account by settlement date.
- Communicate with outside Third Party Money Manager to resolve issues timely.
- Metrics collection, reporting, and analysis coordination
Salary
22 - 24 /hour