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Financial Services

Brokerage Ops Specialist: Onboarding & Settlements

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Heitmeyer Consulting
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Services
  • Business
Job Description & How to Apply Below
A financial services firm is seeking a Broker Dealer Operations Specialist 2 to support daily activities, including institutional client onboarding and asset movement tasks. The ideal candidate will have at least 1 year of experience in brokerage or investment operations, along with a strong understanding of compliance requirements. Key responsibilities involve reviewing client requests, processing asset movements, and ensuring accuracy in account maintenance.

Familiarity with Microsoft Office and strong organizational skills are essential for success in this fast-paced environment.
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