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Line of Business Job Description:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Skills:
Attention to Detail
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Mentoring
Research
Result Orientation
Line of Business Job Description:
The Order Management analyst provides back-up post-secondary Fixed Income , Equity & Option trade support for Wealth Management, Edge and Investment Solutions Group, along with supporting the 99-Markets call center line, email and order entry inquiries for Fixed Income , Equities and Options, managerial reporting, processing Non-market Trade Corrections, Trading Rejects & Exceptions each day. Lastly, the role includes some reporting to other areas and cross training on order status queries of Fixed Income , equities and options orders.
Required Skills:
A minimum of 1 year related experience in financial services.
Experience supporting a financial product sales or marketing desk.
Experience resolving trade breaks.
Knowledge of Fixed Income products and the trading lifecycle
Strong Microsoft Excel skills
Proven ability to multi-task in a fast-paced trading environment
Detail oriented with strong communication and interpersonal skills.
Experience reconciling trading ledgers.
Desired Skills:
An aptitude for problem solving.
Experience with Bloomberg terminal
Fixed Income trade booking experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
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