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Transaction Management Professional
18 hours ago
- Prioritize tasks based on settlement cycles and custodian deadlines to ensure timely completion of transactions.
- Create and code new clients and stocks in brokerage systems to facilitate smooth trade processing.
- Advise management of potential risk items, such as failing trades or aged break items, to mitigate financial losses.
- Provide exceptional customer service by responding promptly to client queries and requests related to their accounts and outstanding trades.
- Maintain accurate records of client correspondences, trade confirmations, and cash settlements to ensure compliance with regulatory requirements.
- Bachelor's degree in Finance, Business, or Banking.
- Experience:
- Analyst Associate: 0-4 years experience in a similar role.
- Associate Vice President: minimum 4 years experience in a similar role.
- Strong understanding of stock market concepts and dynamics.
- Excellent communication and interpersonal skills.
- Able to work effectively in teams and build strong partnerships.
- Flexible and able to adapt to changing priorities and deadlines.
- Detail-oriented and accurate in completing tasks.
- Proven ability to manage pressure and conflicting demands.
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