212594 Operations Specialist - Pennington, NJ (Knowledge in finance, brokerage, or insurance experience)

POSITION: Operations Specialist III
FULLTIME: ASAP (once onboarding clears) – 9/17/25 (potential temp to hire based on performance)
LOCATION: Pennington, NJ (hybrid Mon-Wend from home, Thur-Fri from home)
SCHEDULE: Monday - Friday; 8:30am - 5pm
PAY RANGE: $22.29/hr paid weekly paid weekly

Details:

The primary responsibilities of this role are to review brokerage financial transactions related to DAC/RAP and Trades Done Away to ensure delivery instructions, settlement timeframes, and funds availability are in good order. The candidate will be responsible for:

Required Work Duties:

•Entering Trade Settlement Instructions received from Merrill Branch Office personnel
•Sending, receiving, and completing Letters of Free Funds (LOFF) utilizing trading information and funding availability
•Approve settlement transactions based on funding/asset availability
•Research availability of funds to complete payment requests
•Help resolve any unsettled or unmatched transactions by communicating with all impacted stakeholders
•Assist team members in other functions as volumes dictate
•Providing assistance with various reporting responsibilities
•Providing subject matter expertise and service to Client Associates/Financial Advisors and Client Relationship Managers regarding supported processes

Needed Skills:
•Expertise in Microsoft Office (Excel, Access, Word, Outlook, SharePoint)
•Strong organizational skills, attention to detail, and ability to work independently
•Strong written and verbal communication skills in order to perform in a proactive and effective manner across all levels of the organization
•Ability to research discrepancies utilizing investigation skills and intellectual curiosity
•College degree preferred

WORKING CONDITIONS:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30lbs
• Use of computers and technology

Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity; we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon can improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life. Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email our HR team hr@canonrecruiting.com

Salary : $22