Managed Services Administrator

About The Role & Team

Webull Financial LLC is a FINRA registered broker dealer, we provide online investing platform for retail investors, products include global market data, news and trading in US equities, listed options, futures contracts, and more. We are looking for a talented financial services professional in the New York area to be part of our Middle Office Operations team as a Managed Services Administrator.

In This Role, You Will

• Complete legal processes for client liens, levies, garnishments, information requests and take appropriate action to restrict account access, and/or pay creditors.
• Assist in the escheatment lifecycle, including due diligence, reporting, and delivery of securities and cash to state unclaimed property offices.
• Prepare and file reports with state agencies, maintaining detailed audit trials and documentation.
• Process asset transfers, including journaling securities, reconciling accounts, monitoring corporate actions, and ensuring timely and accurate DTC deliveries.
• Support the Middle Office Operations team with ad hoc administrative duties, operational requests, and special projects to ensure the efficient execution of daily business activities.

The Skills You Bring

• Bachelor's degree or 0-1 years of relevant financial services or operations experience.
• Excellent attention to detail, reconciliation skills, and ability to manage multiple deadlines in a fast-paced environment.
• Strong written and verbal communication skills, with proven ability to collaborate across departments and with external regulators.
• Team player with strong problem-solving and project management skills.

Benefits

• Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
• Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
• Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
• Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
• Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
• Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

Pay

The base salary range is $65,000-80,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.

Schedule

This role is based in our New York Office (44 Wall Street), where in-person collaboration fuels growth, mentorship, and innovation.