Custody Operations Specialist

Talentify; Fort Washington (Montgomery County); Presencial; USD 20 000 - 29 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental & vision

401(k) plan

Life Insurance

Disability Insurance

HSA

Paid time off

Resumo da oferta

Aston Carter is hiring a Financial Operations Specialist to support daily custody and securities operations in a professional financial services environment. The role emphasizes accurate processing, record-keeping, regulatory compliance, and strong client and internal team service.

Based onsite in a corporate office, you will handle reconciliations, documentation, and data-driven reporting while maintaining high standards of accuracy and collaboration with colleagues and clients.

Qualificações

• Bachelor-level accounting or finance experience not required; high school diploma acceptable.
• Demonstrated data analysis skills with strong attention to detail.
• Proficiency in Excel and data entry with organized data management.

Responsabilidades

• Process daily custody transactions accurately and timely following established procedures.
• Perform account reconciliations and investigate discrepancies.
• Maintain accurate records for custody and securities operations.
• Ensure compliance with custody policies and applicable regulations.
• Coordinate with clients and internal teams with professional communication.
• Assist audit requests by preparing required documentation.
• Support regulatory reporting with accurate data gathering.
• Monitor controls and escalate issues to stakeholders for resolution.

Conhecimentos

Data analysis

Attention to detail

Communication skills

Formação académica

High school diploma

Ferramentas

Excel

Securities systems

Accounting software

Descrição da oferta de emprego

Aston Carter is hiring a Financial Operations Specialist to support daily custody and securities operations in a professional financial services environment. The role emphasizes accurate processing, record-keeping, regulatory compliance, and strong client and internal team service.

Based onsite in a corporate office, you will handle reconciliations, documentation, and data-driven reporting while maintaining high standards of accuracy and collaboration with colleagues and clients.