Job title: Trade Support
Company: Ageatia Global Solutions
Job description: Responsibilities:
- The Sales & Client Support department’s main responsibilities include reviewing multiple areas that support the GMO Sales desk
- The booking and validation of transactions in the various business applications
- Holding meetings with various stakeholders (customers, vendors, internal) to ensure we are offering the best service possible
- Ability to make decisions that affect customer trades, system updates, course of action and overall operational flows
- Ability to act independently and make decisions based on evidence and understanding of risks and controls
- Being a main point of contact for all internal stakeholders
- Front to back UAT testing and reporting of results to all interested parties
- Monitor of all client accounts ensuring the client has the proper positions and risk reflected in their systems.
- The monitoring, follow-up, tracking of events on the transactions of client transaction (impact of the corporate action, expiry, etc)
- The resolution of breaks with Accounting, Clients, Brokers and the Back-office
- To strive to improve the current processes and procedures.
- To answer all the inquiries from clients (external and internal), ensure that all the sales trades are booked in the Back-Office system and settle correctly on time
- Timely settlement of client and broker trades.
- Ensure all daily tasks are performed and completed on a daily basis
- Review and reconcile all Firm and Client accounts
- Validate daily ORUS controls
- Ensure any problems or issues are brought to Head of Securities Operation’s attention
- Report any errors immediately to management
- Continuously developing a control mentality in the department
- Updating and maintenance of team procedures
- Validating training needs of all Equity Trade Support team members
- Coordinating team work
- Reviewing progress against objectives
- Working with Business analyst teams on projects related to or impacting Operations
- Pro-actively proposing development and evolution of tools in order to satisfy the clients
Minimum Required Qualifications:
- Attention to Detail
- Knowledge of Financial Markets and Operations
- Critical Thinking
- High Level of Customer Service
- High Level of Communication Skills
- Rigorous and good organizational skills
- Pro/Re – active to client demands
- Ability to Prioritize
- Ability to take initiatives
Preferred Qualifications:
- 5+ years Capital Markets
- 5+ years Operations
- 5+ years Client Service
Expected salary:
Location: Jersey City, NJ
Job date: Fri, 24 May 2024 06:58:32 GMT
