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Operations/Business Admin Coordinator

  • Job type: Permanent
  • Location: New York
  • Salary: Competitive
  • Job reference: KYHY1803
  • Sector: Asset Management, Buy Side, Selby Jennings
  • Date posted: 23/10/2017
An independent asset management firm that has been around for almost 100 years, is looking to add an Operations Coordinator to their growing team in NYC.

Responsibilities:
  • Prepare outgoing new account packages/TOA forms
  • Process money movement across the firm
  • Handle back-end logistics of account splits and closings
  • Provide bi-weekly reports of outstanding forms
  • Handle cost basis updates
  • Perform AML reviews
  • Perform trade correction scans and monitoring, as well as trade reviews
 
Requirements:
  • Bachelor’s Degree
  • 3-5 years operations or client services experience within financial services
  • Strong communication skills
  • Highly organized with exceptional attention to detail
  • Proficient with Excel, performance reporting systems, and trading platforms
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