Operations Specialist

Phaxis; Boston (MA); On-site; USD 52,000 - 68,000; Full time

Job summary

Phaxis in Boston is seeking an entry-level Operations Specialist to support a financial services client. You will help ensure all trade entries are processed accurately and on time within the accounting system, and you will assist with routine securities processing.

This role is ideal for recent graduates or interns looking to start a career in financial services operations. You will work with a team to uphold controls, communicate with partners, and grow your skills in a fast-paced environment.

Qualifications

• BA/BS degree or equivalent relevant work experience.
• Strong PC/technical skills.
• Excellent communication skills (verbal and written).
• Strong time management and prioritization.
• Highly organized and detail-oriented.
• Ability to multitask in a fast-paced environment.
• Comfortable working both independently and in a team.

Responsibilities

• Ensure accurate and timely trade entry into the accounting system.
• Perform routine and specialized securities processing activities.
• Execute controls to support accuracy, risk mitigation, and compliance.
• Investigate, upscale, and resolve trade breaks / trade-related issues.
• Support cash management processes with a strong focus on timeliness and accuracy.
• Communicate with internal partners and external contacts as needed.
• Provide support related to 529 administration.
• Assist with ongoing operational tasks and support other team members as needed.

Skills

PC/Technical skills

Problem solving

Communication skills

Time management

Detail oriented

Multitasking

Teamwork

Independent work

Education

BA/BS degree or equivalent

Job description

This is an entry-level Operations Specialist opportunity supporting a financial services client in Boston. The Operations Specialist will help ensure all trade entries are processed accurately and on time within the accounting system, while supporting routine securities processing and operational functions across the firm. This role is ideal for someone looking to start their career in financial services operations — recent graduates are encouraged to apply, and candidates with internship experience (finance, operations, banking, accounting, or related) are strongly welcomed.

Key Responsibilities

• Ensure accurate and timely trade entry into the accounting system
• Perform routine and specialized securities processing activities
• Execute operational controls to support accuracy, risk mitigation, and compliance
• Investigate, upscale, and resolve trade breaks / trade-related issues
• Support cash management processes with a strong focus on timeliness and accuracy
• Communicate with internal partners and external contacts as needed
• Provide support related to 529 administration
• Assist with ongoing operational tasks and support other team members as needed

Requirements / Skills

• BA/BS degree or equivalent relevant work experience
• Strong PC/technical skills
• Ability to identify issues, problem-solve, and elevate appropriately
• Professional communication skills (verbal and written)
• Strong time management and ability to prioritize effectively
• Highly organized and detail-oriented
• Ability to multitask in a fast-paced environment
• Comfortable working both independently and as part of a team environment