Private Bank Investment Operations – Equity and Fixed Income Trade Support Analyst

Description

:

• 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 correctaccount by settlement date. Communicate with ISG Trade Desk to resolve issues timely.
• Team members are located in Jacksonville, FL, Dallas, TX,

Required Skills:

• Excel, Word, Outlook Proficiency
• Strong Written Skills
• Strong Verbal Skills
• Ability to learn from training done both in person and virtually

Desired Skills:

• Works well with others / in a team environment
• Strong Excel Skills
• Ability to work with Macros to perform processes
• Ability to Multi Task
• Receptive to Feedback
• Dedication to work​

Shift:

1st shift (United States of America)

Hours Per Week:

40