Investment specialist - Dallas Texas

Company: Collabera
Location: Dallas, Texas
Posted On: 01/16/2025

Note:

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The position is Onsite (No Work from Home).


Position Details:
Position: Operations Specialist

Job duration: 06 months of contract

Location: Dallas, TX USA 75202 (Onsite)

Work Schedule: Monday - Friday

Pay Range: $22-24/hr

Roles and Responsibility:
Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.

Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.

The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.

Ensure all trades are posted in the correct account by settlement date.

Communicate with outside Third Party Money Manager to resolve issues timely.

Metrics collection, reporting, and analysis coordination More...

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