Operations Specialist

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

Job summary

Phaxis is seeking an entry-level Operations Specialist for a financial services client in Boston. The role focuses on accurate trade entries within the accounting system and supporting routine securities processing across the firm.

Ideal for recent graduates with internship experience in finance, operations, banking, or accounting. This is a training-ground role with exposure to controls, risk mitigation, and cash management in a busy financial services environment.

Qualifications

• Recent graduates encouraged to apply; internship experience in finance, operations, banking, or accounting welcomed.

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, escape, and resolve trade breaks
• Support cash management
• Communicate partner external contact

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, escape, and resolve trade breaks
• Support cash management
• Communicate partner external contact

Requirements / Skills