Investment Reconciliation & Trade Support Specialist

Recruit Monitor; McKinney (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in McKinney, Texas is seeking a professional responsible for day-to-day reconciliation and trade activities related to Alternative Investments. Key responsibilities include refining transactions, resolving discrepancies, and collaborating with various teams. The ideal candidate should possess strong problem-solving skills and experience with trading software. This position is vital in ensuring customer satisfaction and compliance. Equal Opportunity Employer, including those with prior detention records.

Qualifications

• Strong understanding of reconciliation and trading processes.
• Ability to handle complex customer inquiries and issues.
• Proficient in using financial transaction software.

Responsibilities

• Perform day-to-day reconciliation and transfer activities.
• Handle Business Action Events and settle transactions.
• Collaborate with retail and institutional teams via various communication channels.

Skills

Reconciliation

Trade processing

Problem-solving

Communication

Tools

Salesforce

TD Ameritrade Platform

Job description

A financial services firm in McKinney, Texas is seeking a professional responsible for day-to-day reconciliation and trade activities related to Alternative Investments. Key responsibilities include refining transactions, resolving discrepancies, and collaborating with various teams. The ideal candidate should possess strong problem-solving skills and experience with trading software. This position is vital in ensuring customer satisfaction and compliance. Equal Opportunity Employer, including those with prior detention records.