Senior Investment Operations Analyst
A company is looking for a Senior Investment Operations Analyst.
Key Responsibilities
Process and approve financial transactions in client accounts
Initiate incoming and outgoing transfers and deposit stock certificates
Perform Anti-money laundering (AML) reviews and respond to service inquiries
Required Qualifications
Bachelor's degree or equivalent combination of education and experience
1-3 years of related experience in the securities industry
FINRA Series 7 License required; Series 24 License desired or to be obtained within 6 months
Experience with NFS/Fidelity Wealthscape and Docupace preferred
Intermediate experience with Microsoft Office programs