Junior Trading Operations Analyst - Sandy, UT

Lenmar Consulting, Inc.

Sandy, UT

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JOB DETAILS

SALARY

SKILLS

Brokerage, Communication Skills, Customer Experience, Detail Oriented, Documentation Review, Error Handling, Establish Priorities, Financial Services, Follow Through, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Operational Audit, Organizational Skills, Service Level Agreement (SLA), Time Management

LOCATION

Sandy, UT

POSTED

7 days ago

Junior Trading Operations Analyst
Sandy, UT
Contract
Rate: $22.22/hr w2 without benefits
Hybrid - 3 days per week in office mandatory

The Transfer of Asset (TOA) team within Operations offers a unique opportunity to work in a critical function. The team works closely with our customers, contra firms and internal business partners to deliver seamless and timely transfer experiences.

RESPONSIBILITIES
- Review client requests and ensure all required documents are obtained and in good order.
- Appropriately communicating with clients and internal support when the requirements are not met.
- Validate submissions appropriately and within the proper timeframes to meet SLA (Service Level Agreements).Assist with daily reporting.
- Provide transfer support to front office representatives.
- Identify areas in the transfer process that can be more efficient and where potential exposures can be minimized.
- Build relationships with other operational teams that lend to the client experience.
- Work with outside firms to resolve transfer-related concerns, coordinate the receive or delivery of assets.

Requirements / Qualifications
• Bachelor’s degree preferred, or equivalent work experience
• 1–3 years of experience in operations, financial services, or similar environment (asset transfers experience a plus)
• Strong attention to detail with the ability to review documentation and catch discrepancies
• Comfortable working in high-volume, deadline-driven environments and meeting SLAs
• Solid communication skills: able to follow up with contra firms and internal teams when needed
• Proficiency in Microsoft Office (Excel, Outlook, Word) and ability to work across multiple systems
• Strong organizational skills with the ability to prioritize and manage multiple requests at once
Nice to have:
• Familiarity with brokerage products and account types
• Experience working with external firms or handling exceptions/escalations

About the Company

Lenmar Consulting, Inc.

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