Trader, Operations

Summary

As a member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. As part of the Trading Support team in the broader Trading, Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational activities through both phone and processing. A collaborative and entrepreneurial approach will drive success as you learn and navigate all trading aspects of Financial Professional support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with Osaic.

Responsibilities

- Service representatives for the Osaic Network - Field inquiries regarding mutual fund procedures and charges - Process and facilitate mutual fund transactions from representatives - Act as liaison between representatives, Clearing firm and sponsors - Reconcile reject/error accounts and process loss billing - Quality control manual trades and corrections processed by traders - Acknowledgment of Trade Rejects/Market Timing Notifications - Prioritize information that needs immediate attention - Ensure timely follow-up concerning all issues and inquiries - All other duties as assigned.

Basic Requirements

- Ability to prioritize and multi-task in a fast-paced environment. - Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint. - Excellent communication & organizational skills. - Quick learner with basic technical skills to efficiently navigate through various systems. - STRONG customer focus orientation. - High attention to detail, analytical mindset, and problem-solving skills. - Be able to work independently and maintain elevated levels of quality. - Self-motivated individual capable of meeting departmental expectations and deadlines - Ability to participate and contribute to a team environment.

Preferred Requirements

- 2+ years' experience in financial services operations or broker-dealer setting. - Bachelor's degree in business, Finance or related field is preferred - FINRA Series 7 license

Pay

$60K - $65K per year + annual bonus

Schedule

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.