Operations Support

Vertisystem; Baltimore (MD); On-site; USD 40,000 - 60,000; Full time

Job summary

Vertisystem in Baltimore, MD is looking for candidates with a recent degree in Accounting or finance. The role involves processing paperwork, supporting client services, and ensuring document accuracy, requiring strong communication and financial knowledge.

You'll work within a team of analysts, managing tasks like daily margin calls and client requests. This position offers a great opportunity for recent graduates looking to start their career in finance.

Qualifications

• Recent degree in Accounting or finance is preferred.
• Strong written and verbal communication skills are essential.
• Good knowledge of the financial services field is required.

Responsibilities

• Process incoming and outgoing paperwork including mail and facsimiles.
• Support client service associates and operational personnel.
• Check inbound client documents for accuracy.
• Notate all activities on the account and submit forms for processing.
• Make outbound contact with clients about paperwork.
• Define and prioritize project activities and follow up on progress.
• Respond to client requests accurately and promptly.

Skills

Written communication

Verbal communication

Problem-solving

Flexibility

Knowledge of financial services

Education

Recent degree in Accounting or finance

Tools

MS Excel

Job description

Proffered - Recent degree in Accounting or finance.

JOB Responsibilities

• Processing incoming and outgoing paperwork including mail and facsimiles.
• Support client service associates and operational personnel.
• Checking inbound client documents for accuracy.
• Notating all activities on the account, and submitting accurate forms for final processing to service center.
• Make outbound contact both in writing and verbally with clients concerning paperwork.
• Requires ability to define and prioritize project activities and follow up on project progress.
• Strong written and verbal communication skills.
• Strong working knowledge and proficiency in the appropriate computer programs such as MS Excel and database input are essential.
• Good knowledge of the financial services field.
• Must be able to learn quickly and to engage in a number of detailed tasks at once.
• Must have strong flexibility regarding the duties assigned and problem‑solving skills.
• Can work independently.
• Candidate will be responsible for the agreement and processing of daily margin calls with our Derivatives Clearing Clients, setting up payments and receipts of cash and collateral and monitoring them for settlement.
• Candidate will be expected to respond to client requests with accuracy and speed.
• Will be part of a team of analysts and specialists operating within a region and for a particular product or functional process.

Qualifications

Preferred - Recent degree in Accounting or finance

Additional Information

All your information will be kept confidential according to EEO guidelines.