Account Transfers Operations Specialist (Hybrid)

PEAK6; Dallas (TX); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid work schedule

Healthcare benefits

401k match

Parental leave

Calm app subscription

Job summary

Apex Fintech Solutions in Dallas is hiring an Operations Specialist (Account Transfers) to support day-to-day custody and clearing operations, focusing on ACATS, Non-ACAT, and direct transfers while safeguarding accuracy and compliance.

You will deliver excellent client service, assist with supervisory oversight, and work across spreadsheets and reporting tools to detect anomalies and prevent fraud in a fast-paced fintech environment.

Qualifications

• Provide excellent client service and respond to inquiries per SLA.
• Make independent risk-based decisions and escalate when needed.
• Summarize detailed information for internal/external audiences.
• Maintain accuracy and attention to customer satisfaction.
• Proficient with Excel and data tools.
• Demonstrate strong problem solving and customer service skills.
• Multitask and prioritize with attention to detail.
• Gather and analyze data using reports, spreadsheets, SQL, and Google Workspace.
• Support daily supervisory oversight and policy implementation.
• Knowledge of Core Brokerage Operations and related processes.

Responsibilities

• Process account transfers via ACATS, Non-ACATS, and direct transfers.
• Assist with daily supervisory oversight and maintain compliance with deadlines.

Skills

Excellent verbal and written коммуника

Education

Bachelor degree in Finance, Business Administration or equivalent experience

FINRA SIE

FINRA Series 99

Tools

SQL

Excel

Google Workspace

Job description

Apex Fintech Solutions in Dallas is hiring an Operations Specialist (Account Transfers) to support day-to-day custody and clearing operations, focusing on ACATS, Non-ACAT, and direct transfers while safeguarding accuracy and compliance.

You will deliver excellent client service, assist with supervisory oversight, and work across spreadsheets and reporting tools to detect anomalies and prevent fraud in a fast-paced fintech environment.