Job Details:

Title: Trade Operations Analyst

Industry: Banking

Location: Hybrid at Pennington NJ, 08534

Duration: 07 months of contract | (Based upon performance, could be possibility of extension or hire) 

Pay Range: $21/hr to $23.44/Hr. 

Shift: Monday to Friday | 7:30 AM to 5:00 PM

Job Description:

• ASAP start // hybrid schedule (mon-wed) in office (thurs-fri) at home
• Knowledge in finance, brokeridge, or insurance experience
• The primary responsibilities of this role are to review brokerage financial transactions related to DAC/RAP and Trades Done Away to ensure delivery instructions, settlement timeframes, and funds availability are in good order.

The candidate will be responsible for:

• Entering Trade Settlement Instructions received from Bank’s Office personnel
• Sending, receiving, and completing Letters of Free Funds (LOFF) utilizing trading information and funding availability
• Approve settlement transactions based on funding/asset availability
• Research availability of funds to complete payment requests
• Help resolve any unsettled or unmatched transactions by communicating with all impacted stakeholders
• Assist team members in other functions as volumes dictate
• Providing assistance with various reporting responsibilities
• Providing subject matter expertise and service to Client Associates/Financial Advisors and Client Relationship Managers regarding supported processes

Skills:

• Expertise in MS Office (Excel, Access, Word, Outlook, SharePoint)
• Strong organizational skills, attention to detail, and ability to work independently
• Strong written and verbal communication skills in order to perform in a proactive and effective manner across all levels of the organization
• Ability to research discrepancies utilizing investigation skills and intellectual curiosity
• College degree preferred
• Previous experience with Bank back office applications