Operations Analyst: Wealth & Securities Operations

Glint Tech Solutions; Milwaukee (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

Glint Tech Solutions, a women-owned IT staffing firm, seeks an Operations Analyst for a leading financial services client in the Milwaukee area. You will support custody, securities, investment, and wealth management operations in a fast-paced environment.

Responsibilities include data maintenance, cash/securities transfers, and generating reports with BOXI, while upholding confidentiality and client-service standards. A strong analytical mindset and team collaboration are essential.

Qualifications

• Experience with custody or wealth management operations.
• Data amendments and account maintenance experience.
• Experience in securities or custody operations.
• Familiarity with capital markets (equities & fixed income).

Responsibilities

• Process client account updates and data maintenance requests.
• Support cash and securities transfer activities.
• Manage cash disbursements and receipts.
• Generate and interpret operational reports using BOXI.
• Coordinate with cross-functional teams to ensure timely processing.
• Maintain quality, confidentiality, and client-service standards.

Skills

SWP (Systematic Withdrawal Plan)

Data amendments

Custody Operations

Securities Operations

Investment Operations

Wealth Management Operations

Capital Markets

Cash management

BOXI Reporting

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

BOXI

Job description

Glint Tech Solutions, a women-owned IT staffing firm, seeks an Operations Analyst for a leading financial services client in the Milwaukee area. You will support custody, securities, investment, and wealth management operations in a fast-paced environment.

Responsibilities include data maintenance, cash/securities transfers, and generating reports with BOXI, while upholding confidentiality and client-service standards. A strong analytical mindset and team collaboration are essential.