Operations Assistant
Colliers International, United States

The Operations Assistant is responsible for performing duties associated with the Operations Department in a fully disclosed clearing arrangement. This position conducts timely review and approval of required transaction processing.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Researching and resolve customer inquiries
• Process money movement requests (Wire transfers, Journals, ACH requests)
• Handle deposit of customer funds
• Coordinate the deposit of securities to customer accounts
• Respond to inquiries from our clearing firm regarding customer transactions
• Reorg and Corporate actions
• Assist with money movements for retirement accounts
• Assist with RMD reconciliation
• Provide back-up to other operational duties
• Participate in projects of varying service and operations nature
• Ensure required paperwork is current with firm and industry requirements
• Other duties as assigned

Requirements

• Strong understanding of brokerage operations tasks and duties
• Ability to process requests within the guidelines of firm policies and procedures and regulatory requirements
• Excellent analytical and problem solving skills
• Ability to organize, manage and track multiple detailed tasks
• Regular and reliable attendance required
• High School Diploma or equivalent GED required
• Bachelor’s Degree preferred
• Up to 3 years of preparatory or related experience
• Prior brokerage industry experience preferred
• Strong understanding of brokerage operations tasks and duties
• Ability to process requests within the guidelines of firm policies and procedures and regulatory requirements
• Excellent analytical and problem solving skills
• Ability to organize, manage and track multiple detailed tasks
• Regular and reliable attendance required

Benefits

We offer a comprehensive benefits package for employees and their families including medical and dental plans; 401k plan including company matching; firm funded life and disability insurance.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

Job Rewards and Benefits