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Operations Specialist (Level III)

TALENT Software Services
Jacksonville, FL Full Time
POSTED ON 1/9/2025 CLOSED ON 2/7/2025

What are the responsibilities and job description for the Operations Specialist (Level III) position at TALENT Software Services?

Job Description: Sr. Operations Representative

  • Provide timely and accurate trade handling for Private Bank trades by external money managers.
  • Proactively work with other business groups to ensure all exceptions and corrections are handled appropriately.
  • The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
  • Ensure all trades are posted in the correct account by settlement date.
  • Communicate with external managers to resolve issues timely.
  • Team members are located in Jacksonville, FL, Dallas, TX, Boston, MA and Charlotte, NC.
  • Looking for candidates in Jacksonville, FL.

Required Skills:

  • Excel, Word, Outlook Proficiency
  • Strong Written Skills
  • Strong Verbal Skills
  • Ability to learn from training done both in person and virtually

Desired Skills:

  • Works well with others / in a team environment
  • Ability to Multitask
  • Receptive to Feedback
  • Dedication to work

Work Schedule: 8:30AM to 5:30 PM Central Time. Beginning in May 2024, Hours will shift to later in the day with a potential for 11AM to 8PM EST.

Required Skills:

  • Excel, Word, Outlook Proficiency, Strong Written Skills, Strong Verbal Skills.
  • Ability to learn from training done both in person and virtually
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