Finance Operations Support jobs in United States
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ApTask · 22 hours ago

Finance Operations Support

ApTask is a leading global provider of workforce solutions and talent acquisition services. They are seeking a Finance Operations Support representative to interact with broker dealers and internal teams, providing support and improving processes in the operations department.

Human ResourcesInformation TechnologySmall and Medium BusinessesStaffing Agency
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Growth Opportunities

Responsibilities

Providing ACAT (deliver and Receive) process support to all *** Branches, Digital Direct Client Service and Stockplan groups
Answering inquiries via case/phone
Interaction (phone/email) with other broker dealer firms
Provide support to outsourced vendor
Escalate any issues accordingly
Participation in team meetings to share best practices, understand volume trends, contribute to solutions

Qualification

MultitaskingCustomer serviceOrganizational skillsEffective communicationAttention to detailRisk avoidance mindsetFollow throughProfessional etiquetteEscalation readinessBasic financial knowledgeTeam playerProblem solvingInitiativeFast-paced adaptability

Required

Organizational skills
Efficient and effective communication
Ability to multitask
Adaptive to a fast paced environment
Team player
Attention to detail
Readiness to escalate issues with a sense of urgency
Risk avoidance mindset
Customer service and professional etiquette
Effective at follow through
Takes initiative to identify and solve problems

Preferred

Basic Understanding of the financial industry is a plus

Benefits

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

Company

ApTask

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ApTask is a staffing and recruiting company offering staffing, project, and workforce solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Taj Haslani
Founder
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Company data provided by crunchbase