Operations Analyst
Glint Tech Solutions · Minneapolis, MN · 3 days ago
On-siteManagementContract
About the Role
Glint Tech Solutions is partnering with a leading enterprise organization in the financial services sector to identify a detail-oriented Operations Analyst. This role supports Custody, Securities, Investment, and Wealth Management Operations functions in a fast-paced environment.
Responsibilities
- Process client account updates and data maintenance requests
- Support cash and securities transfer activities
- Manage cash disbursements and receipts
- Generate and interpret operational reports using BOXI
- Coordinate with cross-functional operational teams to ensure accurate, timely processing
- Maintain quality, confidentiality, and client-service standards
Requirements
Mandatory Skills
- Systematic Withdrawal Plan (SWP)
- Data amendments & account maintenance
- Custody Operations
- Securities Operations
- Investment Operations
- Wealth Management Operations
- Capital Markets (Equities & Fixed Income)
- Cash management & reconciliation
- BOXI Reporting
Nice-to-Have Skills
- Bachelor's degree in Finance, Accounting, Commerce, Economics, or related field
- 2+ years of experience in investment, securities, custody, or wealth management operations
- Strong analytical, communication, and problem-solving skills