Operations Analyst

ReKruiting Advisors LLC.; Miami (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

ReKruiting Advisors LLC. is in search of a full-time Operations Analyst in Miami, Florida. The ideal candidate will assist with user management, customer service, and handle various financial operations including wire transfers and corporate actions.

Candidates must hold or be willing to obtain a Series 99 certification within the first three months and possess a solid understanding of Microsoft Office. Bilingual in English and Spanish is highly desirable.

Qualifications

• Availability to take Series 99 certification within the first 3 months.
• Able to work under pressure.

Responsibilities

• Creation and resets of users (NetX360 and NetX Investor).
• Customer service assistance on various topics.
• Handling wire transfers and ACH transactions.
• Managing free deliveries and standing instructions.
• Handling corporate actions.

Skills

Detail Oriented

Team Player

Microsoft Office (Intermediate to Advanced)

Bilingual (English and Spanish)

Sharp Analytics Skills

Self-Driven

Education

Series 99 Certification

Tools

NetX360

Job description

Operations Analyst

Seeking a full-time Operations Analyst.

Responsibilities

• Creation and resets of users (NetX360 and NetX Investor)
• Customer Service with different topics
• Wire Transfers & ACH
• Free Deliveries, Receives & ACATS Standing Instructions
• Certifications
• Corporate Actions
• Corestone and AMEX cards
• Print all Daily Reports for the internal file.
• Data Analyst, Operations statistic reports, Presentations.
• Settlements

Qualifications

• Series 99 or availability to take certification within the first 3 months of employment.
• Detail Oriented, team player
• Intermediate to advance Microsoft Office knowledge
• Able to work under pressure
• NetX360
• Proficient in English and Spanish
• Sharp analytics skills, entrepreneur spirit, and self-driven.