Demo

Associate Analyst, Settlement Support - Transfer of Assets (TOA)

National Financial Services LLC
Two Destiny Way, TX Full Time
POSTED ON 4/16/2025
AVAILABLE BEFORE 6/15/2025
Job Description: The Role The Associate Analyst is part of the International Settlements team which is responsible for ensuring the accurate and timely settlement of foreign Equity, Fixed Income and foreign currency transactions across 53 foreign markets. The Expertise and Skills You Bring Experience in customer service a plus, financial service experience also a plus, but not required. Brokerage operations or settlements experience desired Transfer of Assets (TOA) experience desired College degree recommended, but not required. Detail oriented with exceptional quality and productivity Team player with capability to help maintain a positive work environment Strong analytical and decision-making skills Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes Strong verbal and written interaction skills The Value You Deliver Effectively handling written and telephone inquiries from internal Fidelity business partners, Correspondent firms and other Financial Services. Ensuring the timely and accurate settlement of trade and transfer obligations in a fast paced, deadline driven environment. Seeking out opportunities to improve processes making the delivery of client service more efficient and effective. The Team The International Settlements team works with many groups across all of Fidelity’s operations, including our own team in Dublin, as well as various types of customers (Institutions and private clients) as well as other broker dealers and foreign banks around the world. We work to reduce the risk associated with failed trades, to resolve out of balances with our custodian and complete transfer of asset transactions on behalf of our customers. Certifications: Category: Brokerage Operations Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Associate Analyst, Settlement Support - Transfer of Assets (TOA)?

Sign up to receive alerts about other jobs on the Associate Analyst, Settlement Support - Transfer of Assets (TOA) career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$55,598 - $84,145
Income Estimation: 
$35,250 - $44,591
Income Estimation: 
$42,577 - $59,931
Income Estimation: 
$48,993 - $69,972
Income Estimation: 
$78,735 - $141,028
Income Estimation: 
$71,803 - $100,202
Income Estimation: 
$84,384 - $140,971
Income Estimation: 
$54,055 - $80,653
Income Estimation: 
$75,004 - $94,003
Income Estimation: 
$95,426 - $117,847
Income Estimation: 
$95,426 - $117,847
Income Estimation: 
$115,392 - $147,123
Income Estimation: 
$60,172 - $86,655
Income Estimation: 
$78,735 - $141,028
Income Estimation: 
$71,803 - $100,202
Income Estimation: 
$84,384 - $140,971
Income Estimation: 
$54,055 - $80,653
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at National Financial Services LLC

National Financial Services LLC
Hired Organization Address MA Full Time
Job Description: Vice President, Compliance The Team Fidelity Institutional Compliance is looking for a Vice President t...
National Financial Services LLC
Hired Organization Address RI Full Time
Job Description: The Role The administrative staff at Fidelity plays a vital role in the company's success, and the indi...
National Financial Services LLC
Hired Organization Address NJ Full Time
Job Description: The Role A Business Analyst within the Client Experience division is responsible for facilitating Entit...
National Financial Services LLC
Hired Organization Address Two Destiny Way, TX Full Time
Job Description: The Role Our Alternative Investments Managers are responsible for an end-to-end operations business tha...

Not the job you're looking for? Here are some other Associate Analyst, Settlement Support - Transfer of Assets (TOA) jobs in the Two Destiny Way, TX area that may be a better fit.

Settlement Analyst

Ria Money Transfer, Monroe, NC

Trade Support and Settlement Analyst

Infotree Global Solutions, Wayne, PA

AI Assistant is available now!

Feel free to start your new journey!