Overview
On Site
BASED ON EXPERIENCE
Contract - W2
Contract - Independent
Contract - 6+ mo(s)
Skills
Writing
RMDS
Collaboration
Documentation
Bookkeeping
Performance Management
Preventive Maintenance
Project Management
Database
Management
Algorithmic Trading
Trading
Research
Finance
Microsoft Office
Securities
FOCUS
Professional Services
Genetics
Law
Telecommunications
Job Details
Title: Operations Analyst IV
Location: Park Ave, New York, NY 10022
Duration: Long-term Contract
Compensation: $58hr to $60hr
Work Requirements: , Holders or Authorized to Work in the US
WHAT IS THE OPPORTUNITY
WHAT WILL YOU DO
Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.
INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Location: Park Ave, New York, NY 10022
Duration: Long-term Contract
Compensation: $58hr to $60hr
Work Requirements: , Holders or Authorized to Work in the US
- Mon- Frid 8am to 5pm
- 100% in office
WHAT IS THE OPPORTUNITY
- Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities
- Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing
- Assist in questions regarding withdraws, contributions, and RMDs on retirement accounts
- Monitor retirement accounts toward the end of the year to insure that their RMD has been satisfied
- Collaborate with other departments to resolve complex issues as well as act as the liaison between the Portfolio Manager Team and our clearing firm
- Manage all outgoing transfers by notifying the Portfolio Manager Team and Sr. Investment Consultant
- Monitor the process of the transfer, handle any potential issues with the transfer by acting as the intermediary between the receiving and delivering broker dealer, and see that the account is properly closed and archived from our database.
WHAT WILL YOU DO
- Review received asset movement requests
- Contact the Portfolio Manager Team to raise cash or obtain further information/documentation
- Process the requests on Pershing's system, and follow up to ensure they are processed in a timely manner
- Follow up on any pending requests that are awaiting further information or documentation
- Review requests from the prior day in our bookkeeping system and upload them to our client account database
- Review all outgoing transfers, freeze the accounts to ensure no further trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the transfer process to ensure that all accounts are moved in a timely manner, and archive the accounts from our client account database once they have fully transferred out
- Manage mandatory and voluntary corporate actions by updating our trading system with corporate action details to avoid trading on a called or tendered bond
- Coordinate with the research teams to determine how to instruct on voluntary offers
- 3 to 5 years of experience in a broker dealer or investment industry
- Minimum 3 years of experience in a financial related industry
- Minimum 4 years of experience in using Microsoft Office applications
- Excellent verbal and written communications skills
- Bachelor s Degree preferred
- FINRA Series 7: General Securities Rep preferred
- Comprehensive medical benefits
- Competitive pay, 401(k)
- Retirement plan
- and much more!
Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.
INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
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