Financial Systems Support Specialists

About the role

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.

Responsibilities

• Selected candidates will perform a variety of financial industry related operational tasks for moderately complex financial securities, cash related transactions, or related processes.
• Duties may include reviewing documentation for accuracy and completeness and entering and/or comparing that documentation to system of record information for consistency and regulatory compliance purposes.
• Duties will also include ensuring information received between departments impacting customer accounts is compliant with company guidelines and related regulations.
• Some positions may require interaction with internal and external customers regarding account setups, changes, or modifications. Good communication skills, both written and verbal, are needed.

Requirements

• 1+ year of experience in one of the following: Business Operations, Financial Services, Accounting, or Financial Analysis.
• Previous experience within Brokerage or Financial Planning is highly desirable.
• Knowledge and work experience with IRA Accounts, Annuities, and/or Estate Accounts highly desirable.
• Experience managing or accurately transferring information between customer financial portfolios highly desirable.
• Intermediate to advanced Microsoft Excel experience highly desirable.
• Demonstrated success in a position requiring a high degree of accuracy and attention to detail.

Pay

$18-$21 per hour