Brokerage Operations Analyst - New Accounts

Lenmar Consulting Inc; Baltimore (MD); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Lenmar Consulting Inc is seeking a Senior Processing Representative to join our New Account Document Processing Department. Two openings; role combines in-office and remote work with three days in the office and two remote; training will be in-office.

You will validate new account documentation, conduct research, resolve escalated issues, and perform quality reviews to ensure compliance with firm and regulatory requirements.

Qualifications

• Bachelor's degree required.
• Experience in financial services or operations.
• Familiarity with *** systems and workflows.
• Proficiency with Microsoft Office Suite.
• Customer-focused with a strong sense of urgency and accountability.
• Ability to manage multiple priorities and meet service level commitments.
• Strong conflict resolution and critical thinking skills.
• Effective collaborator with a team mindset.
• Committed to continuous professional development.

Responsibilities

• Validate new account documentation and perform regulatory checks.
• Conduct research to resolve issues and escalate as needed.
• Perform quality reviews to ensure accuracy and compliance.
• Support account servicing and control activities across processes.

Skills

Production-based experience

Client communication

Dependability

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Senior Processing Representative (2 openings)

3 days in office; 2 remote (first 2 weeks of training will be in-office)

MUST HAVE 2 MONITORS AT HOME

BACHELOR'S REQUIRED

Top 3 Skills:

• Experience in a production-based role
• Effective communication working with clients
• Dependability – looking for someone that is motivated to work in finance and further themselves in this role

Position Summary

The New Account Document Processing Department serves as a center of expertise for regulatory, policy, and procedural review across the firm. The Senior Processing Representative is responsible for validating new account documentation, conducting research, resolving escalated issues, performing quality reviews, and ensuring operational activities are completed accurately and in compliance with firm and regulatory requirements.

This role requires strong analytical skills, attention to detail, and the ability to apply regulatory and procedural knowledge to complex documentation and account servicing requests.

Qualifications

Required

• Bachelor's Degree
• Experience in financial services or operations
• Familiarity with *** systems and workflows
• Proficiency with Microsoft Office Suite
• Customer-focused with a strong sense of urgency and accountability
• Ability to manage multiple priorities and meet service level commitments
• Strong conflict resolution and critical thinking skills
• Effective collaborator with a positive, team-oriented mindset
• Continuous learner with a commitment to professional development