Business Operations

Summary

Reviewed time-sensitive documents, thoroughly scrutinizing each detail and ensuring compliance with relevant criteria.
Processed intricate transactions, utilizing independent judgment to navigate complexities and make informed decisions.
Conducted regular audits to ensure accuracy in trade and position records, cash balances, and securities holdings.
Assisted clients with their inquiries on trade settlements, account information, and operational concerns.
Handled a large number of trust fund accounts by efficiently processing hundreds of accounts on a daily basis.
Worked closely with the accounting team to review and resolve any discrepancies found in the invoices.

Expectations

Remote Work, Bonus Eligible, Benefits, PTO, Monday-Friday Schedule

Employment Preferences

Expected Base Salary

**,000 USD

Academic Degree

Experience

Skills

• Office 365
• Active Directory. Microsoft Office Suite. Excel
• Power Query
• Microsoft Access