What are the responsibilities and job description for the Operations Specialist position at Hilltop Securities?
Hilltop Securities is currently looking for an Operations Specialist, Settlements in Dallas Texas. The Operations group is a collection of sub-departments which is responsible for everything after an account is opened or a trade occurs. The Operations group's responsibilities include opening customer accounts, account maintenance, receiving and delivering money and securities to customers, and many more.
- High school diploma or equivalent with 1 plus year previous office/clerical experience
- Knowledge of basic security industry terminology and financial markets a plus.
- Customer focused with effective interpersonal and communication skills
- Working knowledge of Microsoft Excel, Word and Outlook
- Detail oriented with the ability to prioritize workload to meet daily deadlines
- Able to work additional hours and/or flexible shift assignments when needed
- Margins Experience Preferred SIE and Series 7 or willing to obtain both within 1 year of hire.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company.
Under moderate to close supervision, performs routine or basic functions according to department guidelines.