Financial Operations Support

Overview

Base pay range

$21.00/hr - $21.47/hr

Job Role - Financial Operations Support
Location - Baltimore, MD - 21230 - Hybrid
Duration - 12 Months

Interviews: 2 interviews on Zoom, Hybrid Position

$21.00/hr - $21.47/hr

• Providing ACAT (Deliver and Receive) process support to all branches, Digital Direct Client Service and Stockplan groups
• Answering inquiries via case/phone
• Interaction (phone/email) with other broker-dealer firms
• Provide support to outsourced vendor
• Escalate any issues accordingly
• Participation in team meetings to share best practices, understand volume trends, contribute to solutions

• Organizational skills
• Efficient and effective communication
• Ability to multitask
• Adaptive to a fast paced environment
• Team player
• Attention to detail
• Readiness to escalate issues with a sense of urgency
• Risk avoidance mindset
• Customer service and professional etiquette
• Effective at follow through
• Takes initiative to identify and solve problems
• Basic understanding of the financial industry is a plus

• Entry level

• Contract

• Accounting/Auditing, Customer Service, and Finance

• Banking, Financial Services, and Investment Banking

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