Operations Specialist (Level III) at Axelon Services Corporation
Dallas, TX
About the Job
Slots Full
*** This is a hybrid role (at least 3-days in office)
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. Team members are located in Jacksonville, FL, Dallas, TX, and Charlotte, NC.
Required Skills:
Excel, Word, Outlook Proficiency
Strong Written Skills
Strong Verbal Skills
Ability to learn from training conducted virtually
Works well with others / in a team environment
Ability to Multi Task
Receptive to Feedback
Dedication to work
*** This is a hybrid role (at least 3-days in office)
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. Team members are located in Jacksonville, FL, Dallas, TX, and Charlotte, NC.
Required Skills:
Excel, Word, Outlook Proficiency
Strong Written Skills
Strong Verbal Skills
Ability to learn from training conducted virtually
Works well with others / in a team environment
Ability to Multi Task
Receptive to Feedback
Dedication to work