What are the responsibilities and job description for the Operations Specialist (Level III) position at TALENT Software Services?
Job Description: Transaction Management Ops Analyst
The MAA Error Control Team are responsible for processing trade corrections for Managed Account Advisors accounts. The processor operates in a team environment to deliver sustainable results in line with team procedures and objectives. Trade corrections are processed on a first in, first out basis and involve submitting market orders to buy or sell securities to resolve errors. As market conditions fluctuate the result of an error may be a financial loss for the firm. In this role the employee will develop a strong foundational understanding of financial markets and learn control functions and risk-mitigation strategies.
The duties of this particular role include, but are not limited to:
The MAA Error Control Team are responsible for processing trade corrections for Managed Account Advisors accounts. The processor operates in a team environment to deliver sustainable results in line with team procedures and objectives. Trade corrections are processed on a first in, first out basis and involve submitting market orders to buy or sell securities to resolve errors. As market conditions fluctuate the result of an error may be a financial loss for the firm. In this role the employee will develop a strong foundational understanding of financial markets and learn control functions and risk-mitigation strategies.
The duties of this particular role include, but are not limited to:
- Process trade corrections and resolve inquiries in a timely manner
- Build sustainable relationships with internal and external partners
- Communicate effectively with teammates to achieve objectives
- Resolve open items in error accounts
- Provide outstanding personalized service
- Collaborative mindset with ability to partner with support teams to resolve inquiries
- Intellectually curious with a desire to identify and implement innovative solutions
- Anticipates and proactively identifies and escalates potential risks
- Ability to operate in a multi-faceted environment while meeting strict deadlines
- Proficient in Microsoft Office suite of applications
- Flexibility to work an 8 hour shift, with an emphasis on New York Stock Exchange (NYSE) hours
- Minimum of 3 years financial operations experience
- Excel, Word, Outlook Proficiency
- Strong Written Skills
- Strong Verbal Skills
- Ability to learn from training conducted virtually
- Works well with others / in a team environment
- Ability to Multitask
- Receptive to Feedback
- Dedication to work