Junior Trading Operations Analyst

Lenmar Consulting Inc; Sandy (UT); Hybrid; USD 50,000 - 75,000; Full time

Job summary

Lenmar Consulting Inc is seeking an Operations professional for a hybrid position in Sandy, Utah. You will play a critical role in reviewing client requests, ensuring timely processing of documents, and collaborating with clients and internal teams to enhance transfer experiences.

The role requires a Bachelor's degree or equivalent experience, strong attention to detail, and the ability to thrive in a high-volume environment. Proficiency in Microsoft Office and solid communication skills are essential.

Qualifications

• 1–3 years of experience in operations or financial services.
• Experience handling asset transfers is a plus.
• Ability to work in high-volume, deadline-driven environments.

Responsibilities

• Review client requests and ensure all documents are in order.
• Communicate with clients and internal support on requirements.
• Provide transfer support to front office representatives.

Skills

Strong attention to detail

Effective communication skills

Proficiency in Microsoft Office

Organizational skills

Education

Bachelor’s degree preferred or equivalent work experience

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Hybrid - 3 days per week in office mandatory

The Operations offers a unique opportunity to work in a critical function. The team works closely with our customers, contra firms and internal business partners to deliver seamless and timely transfer experiences.

Responsibilities

• Review client requests and ensure all required documents are obtained and in good order.
• Appropriately communicating with clients and internal support when the requirements are not met.
• Validate submissions appropriately and within the proper timeframes to meet SLA (Service Level Agreements).Assist with daily reporting.
• Provide transfer support to front office representatives.
• Identify areas in the transfer process that can be more efficient and where potential exposures can be minimized.
• Build relationships with other operational teams that lend to the client experience.
• Work with outside firms to resolve transfer-related concerns, coordinate the receive or delivery of assets.

Requirements / Qualifications

• Bachelor’s degree preferred, or equivalent work experience.
• 1–3 years of experience in operations, financial services, or similar environment (asset transfers experience a plus)
• Strong attention to detail with the ability to review documentation and catch discrepancies
• Comfortable working in high-volume, deadline‑driven environments and meeting SLAs
• Solid communication skills: able to follow up with contra firms and internal teams when needed
• Proficiency in Microsoft Office (Excel, Outlook, Word) and ability to work across multiple systems
• Strong organizational skills with the ability to prioritize and manage multiple requests at once

Nice to have

• Familiarity with brokerage products and account types
• Experience working with external firms or handling exceptions/escalations