What are the responsibilities and job description for the Associate Analyst, Settlement Support - Transfer of Assets (TOA) position at National Financial Services LLC?
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