OTC Account Setup SpecialistRose International • Getzville, New York, United States

OTC Account Setup Specialist

Rose International • Getzville, New York, United States

1 day ago

Job type

Full-time

Temporary

Job description

Date Posted : 12 / 01 / 2025

Hiring Organization :

Rose International

Position Number : 494006

Industry : Financial Services

Job Title :

OTC Account Setup Specialist

Job Location :

Getzville, NY, USA, 14068

Work Model : Hybrid

Work Model Details :

Hybrid -3 days onsite and 2 days remote

Employment Type : Temporary

FT / PT : Full-Time

Estimated Duration (In months) :

Min Hourly Rate ($) :

33.00

Max Hourly Rate ($) :

38.00

Must Have Skills / Attributes :

Banking / Financial, Derivatives, Settlement of Transactions

Experience Desired :

Experience in Securities or Derivatives Settlement payment processing (5+ yrs); Settlement cycle concepts and procedures to resolve settlement issues (5+ yrs)

Required Minimum Education :

Bachelor’s Degree

C2C is not available

Job Description

Required Education :

Bachelor’s Degree / University degree or equivalent experience

Required Qualifications / Skills / Experience :

5-8 years of relevant experience

Experience in Securities or Derivatives Settlement payment processing

In-depth knowledge of settlement cycle concepts and procedures to resolve settlement issues

Consistently demonstrates clear and concise written and verbal communication skills

Securities & Derivatives Senior Analyst Overview :

Intermediate level position responsible for providing full leadership and direction to a team of employees in an effort to process orders and transactions originating from trading desks and branch offices in coordination with the operations - Transaction Services team

Overall objective is to ensure the seamless delivery of securities and derivatives transactions

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required

Job Duties :

Process cash payment transactions related to Securities Clearance Settlement and Derivative Operations

Formulate procedures, techniques and contribute to the development of new techniques that increase team productivity, ensuring the entire team meets or exceeds performance goals

Escalate control gaps and issues to senior management as needed

Identify control gaps during the settlement cycle and implement appropriate solutions to mitigate any risk or control losses

Analyze data to identify control deficiencies and resolve discovered issues through implementing appropriate procedures

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the firm, its clients and assets by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Only those lawfully authorized to work in the designated country associated with the position will be considered.

Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.

Benefits :

For information and details on employment benefits offered with this position, please visit here. Should you have any questions / concerns, please contact our HR Department via our secure website.

California Pay Equity :

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

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Account Specialist • Getzville, New York, United States

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