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Operations Specialist (Brokerage Operations)
Location: Hybrid – Tues-Thurs Onsite
Type: Temp-to-Hire
About the Opportunity
Our client, a growing organization within the financial services industry, is seeking an Operations Specialist to join their team. This is an excellent opportunity for a versatile, detail-oriented professional who enjoys wearing multiple hats and is looking for long-term growth within a dynamic and collaborative environment.
This team is focused on bringing in high-quality, adaptable talent that can be cross-trained across multiple functions and grow within the organization.
Position Overview
This role supports brokerage and investment operations, including client onboarding, account maintenance, asset movement, and transaction processing. The ideal candidate is highly organized, process-driven, and comfortable working in a fast-paced, detail-heavy environment.
Key Responsibilities
- Support client onboarding and account setup, ensuring accuracy and compliance
- Process transactions, asset transfers, and cash movements within client accounts
- Handle alternative investment processing, including purchases, sales, and cash flow events
- Reconcile account positions and cash activity with external partners and systems
- Serve as a point of contact for internal teams and external vendors to resolve issues
- Respond to inquiries and manage communication via email and phone
- Monitor workflows and adjust priorities to meet service level expectations
- Identify opportunities to improve processes and increase operational efficiency
- Assist with training and cross-functional support as needed
Qualifications
- 2+ years of experience in operations, administrative support, or customer service
- Experience within financial services, banking, or investment environments preferred
- Strong organizational, multitasking, and problem-solving skills
- Excellent communication and attention to detail
- Ability to work in a fast-paced, deadline-driven environment
Preferred Qualifications
- Bachelor’s degree in Business, Finance, or related field
- Familiarity with investment accounts, asset transfers, or brokerage operations
- Exposure to alternative investments or financial products
- Interest in pursuing or obtaining FINRA/Securities licensing (SIE, Series 99, etc.)
Technical Skills
- Proficiency with Microsoft Office Suite (Excel, Outlook, etc.)
- Strong data entry and system navigation skills
- Ability to manage multiple systems and tools simultaneously
What Makes This Opportunity Stand Out
- Hybrid schedule with flexibility
- Opportunity to grow within a fast-paced financial services organization
- Exposure to brokerage operations and investment processes
- Ability to cross-train and expand skillset across multiple functions
- Competitive hourly rate with potential for long-term conversion
Work Environment
- Professional office setting
- Collaborative, team-oriented culture
- Fast-moving environment requiring adaptability and ownership
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