Finance Operations Support

ApTask
  • Baltimore, MD
  • $27–$30 Per Hour
  • Quick Apply
7 days ago

Job Description

About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.



Rate Range: $27-$30/Hr



Job Description:
  • The Clearing & Settlement team for CMCPR team have a high level of interaction with Business Specialists (Financial Advisors), Branch Management, Compliance and Risk Teams. The team is also the liaison between the field and the businesses unit / trading desk. On a day-to-day basis, the team member manages conflicting events that occurs throughout the day.
  • The Clearing & Settlement team is responsible for managing the day-to-day support of the trade lifecycle including the trade settlement across various asset classes and trade matching platforms. The candidate would also be performing suspense account reconciliation and balancing. This role entails heavy interaction with both internal and external financial advisors, the Core Settlements departments, MSWM trading desks, and external market centers and counterparties.
Qualifications:
  • Bachelor's Degree
  • Minimum of 2 years of financial services industry experience
  • General knowledge of financial markets and investment products, specifically Trade Clearance and Settlements. (DTCC, Fed, Government, Muni).
  • Great written and verbal communication skills
  • Self-motivated with a high degree of attention to detail
  • Ability to adapt in fast paced environment with focus on innovation and flexibility
  • Efficient time management skills and ability to prioritize competing urgent tasks
  • Team player with the ability to work effectively in a team or independently
  • Ability to quickly learn and apply knowledge
  • Strong reasoning and problem-solving skills
  • Ability to think and act like an owner
  • Proficiency in Microsoft Excel, VBA a plus
Top Skills:
  • BACHELOR'S REQUIRED ***
  • Minimum of 2 years in financial services industry experience
  • Excel proficiency
  • VBA, Alteryx and PowerBI a plus
  • Motivated candidates



Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at compliance@aptask.com.

Applicant Consent:
By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at

businessexcellence@aptask.com

ompliance@aptask.com

.

Applicant Consent:
By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.

Numbers & Facts

LocationBaltimore, MD
Salary$27–$30 Per Hour

Skills

  • Communication Skillsunmatched
  • Corporate Social Responsibilityunmatched
  • Detail Orientedunmatched
  • Establish Prioritiesunmatched
  • Event Managementunmatched
  • Financeunmatched
  • Financial Operationsunmatched
  • Financial Servicesunmatched
  • Global Financial Marketsunmatched
  • Governmentunmatched
  • Information Technology Consultingunmatched
  • Information/Data Security (InfoSec)unmatched
  • Investment Managementunmatched
  • Investment Servicesunmatched
  • Management of Information Systems/Technology (MIS)unmatched
  • Microsoft Excelunmatched
  • Microsoft Visual Basic for Applications (VBA)unmatched
  • Operational Supportunmatched
  • Performance Tuning/Optimizationunmatched
  • Power BIunmatched
  • Presentation/Verbal Skillsunmatched
  • Project/Program Managementunmatched
  • Reconciliationunmatched
  • Riskunmatched
  • Securities Investmentsunmatched
  • Short Messaging Service (SMS)unmatched
  • Speech Technologyunmatched
  • Stock Marketunmatched
  • Sustainabilityunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Wealth Managementunmatched
  • Writing Skillsunmatched

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