Job Description

Job Description

POSITION SUMMARY

The Operations Specialist – Trade Processing & Settlement, is directly responsible for specialized functions within Trade Processing. Including the processing and settling of security trades settling at DTC, as well as security and cash movements on custody, client communication, and reconciliation.

Key Responsibilities

1. Transaction Processing

• Process assigned tasks in an efficient and effective manner for our custody clients and accounts.
• Verify trade information vs. broker presentation, security, and cash transactions received from the client.
• Manage daily volume.

2. Problem Resolution

• Review and resolve trade discrepancies with the necessary parties.
• Escalate problem trades to management.

3. Communications

• Communicate professionally and constructively via email, phone, etc. with internal and external clients and counterparties to effectively resolve issues to minimize risk and exposure.
• Provide superior client service.
• Communicate as part of a team.

4. Process Improvement

• Gain efficiencies to improve individual productivity.
• Gain an understanding of the big picture – how specific function impacts the firm.
• Contribute to Division or Firm process improvement activities.

Knowledge, Skills, Abilities

Education level and/or relevant experience(s)

• BA/BS degree or equivalent work experience.

Knowledge and skills (general and technical)

• Demonstrated PC skills.
• Ability to identify, escalate and resolve a problem.
• Ability to communicate professionally through effective verbal and written skills.
• Ability to manage time efficiently and effectively.
• Organizational skills and detail oriented.
• Ability to multi-task.
• Ability to work in a team environment.

Company Description

Overview

TechLink Systems is a national provider of staffing services with offices all over the USA as well as development and support centers globally. We are a MBE (NMSDC), WBE (WBENC), and WOSB certified minority business that has been awarded 2017 TAPFIN Premier Partner, 2016 Manpower Excellence Award, 2016 TAPFIN Elite Partner, are a Known Tier Supplier for Agile 1, and have been ranked as a Top Women and Minority Owned Company since 2004 by several businesses including Philadelphia Business Journal, Diversity Business, Inc 5000, Inc 500, San Francisco Business Times, Diversity2000, and Los Angeles Business Journal.

We serve the contract staffing, direct hire, staff augmentation, recruitment, HR management, and project outsourcing needs of clients nationwide. Striving to create personal relationships with clients, TechLink Systems becomes a virtual extension of clients’ own in-house capabilities to help achieve new levels of growth, productivity, and competitiveness.

We also have national recruiting

Company Description

Overview\r\n\r\nTechLink Systems is a national provider of staffing services with offices all over the USA as well as development and support centers globally. We are a MBE (NMSDC), WBE (WBENC), and WOSB certified minority business that has been awarded 2017 TAPFIN Premier Partner, 2016 Manpower Excellence Award, 2016 TAPFIN Elite Partner, are a Known Tier Supplier for Agile 1, and have been ranked as a Top Women and Minority Owned Company since 2004 by several businesses including Philadelphia Business Journal, Diversity Business, Inc 5000, Inc 500, San Francisco Business Times, Diversity2000, and Los Angeles Business Journal. \r\n\r\nWe serve the contract staffing, direct hire, staff augmentation, recruitment, HR management, and project outsourcing needs of clients nationwide. Striving to create personal relationships with clients, TechLink Systems becomes a virtual extension of clients’ own in-house capabilities to help achieve new levels of growth, productivity, and competitiveness. \r\n\r\nWe also have national recruiting