Senior Brokerage Operations Analyst

Creand Wealth Management (Beta Capital)6 months ago
Miami, FL, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Job Title

Operations Analyst

Company Overview

A financial services firm in Miami is seeking an experienced Operations Analyst for their Brickell office.

Your Responsibilities

  • Support the Operations Manager in providing top-notch service to Broker Dealer and Registered Investment Advisory clients.
  • Manage Brokerage accounts.
  • Process Foreign Exchange transactions.
  • Collaborate with all departments.

Qualifications

  • 1-3 years of experience in Brokerage Operations.
  • FINRA Series 99 certification.

Company Values

The firm values attention to detail and strong communication skills.

Job Reference: J-18808-Ljbffr

Required Skills

Communication Skills
Brokerage Operations
FINRA Series 99 Certification
Foreign Exchange Transactions
Attention to Detail