Operations Specialist - P&S | Hybrid

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.

At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy.

Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created.

• Best Places to Work 2026
• Best Places to Work 2025
• Best Places to Work 2024
• Best Places to Work 2023 - Presented by Built In Wealth Tech of the Year 2025
• Best Places to Work 2025 - Presented by US Fin Tech Awards
• The World’s Top 250 Fintech Companies 2024 - Presented by CNBC

The Operations Specialist will be responsible for day-to-day trade reconciliation, correction processing, and client service within the Purchase & Sales (P&S) department. You will analyze trade postings and reconciliations, review trade exceptions and breaks to determine root cause and resolution path, while working with internal stakeholders and external clients on trade-related inquiries and discrepancies. The Specialist will work on trade validation, settlement exceptions and operational workflows, account reconciliation and issue resolution that adhere to SLA requirements and regulatory guidelines.

The role will work closely with clearing, custody, and client service teams to provide operational metrics, trade flow updates, and process improvements.

• Is passionate. You have a genuine passion for people and developing relationships.
• Is motivated. You're driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same.
• Is collaborative. You partner with stakeholders throughout the organization to cultivate a thriving workplace and strong cultural foundation.
• Wants to make an impact. You set high standards for your work and are dedicated to helping employees achieve greater satisfaction and superior results.
• Operates with integrity. You always conduct yourself with honesty and operate ethically. You say what you mean, and mean what you say.

Work with and offer assistance to internal and external customers with questions regarding trade postings and corrections. Ensure customer inquiries are completed in accordance with service level agreement (SLA) guidelines. Respond to inquiries in a professional and timely manner, escalating issues to management when appropriate. Build and maintain positive relationships with internal teams and external clients to support effective resolution of trade-related matters.

Process and verify daily purchase and sale transactions across equities, fixed income products, and derivatives. Identify and resolve trade discrepancies, out-of-balance…