Aviso Wealth
Operations Settlements Administrator Role
Job Description
Join Aviso Wealth as an Operations Settlements Administrator. Your primary responsibility will revolve around ensuring smooth and efficient equity trade settlements in a fast-paced environment.
You will handle the settlement of equity trades in adherence to strict timelines and industry standards. Engaging with brokerage firms and using systems like Dataphile, CDS, and DTC, you will be key in mitigating errors and enhancing operational workflows. This role suits individuals passionate about service and continuous improvement.
Key Responsibilities:
• Process and match equity trades on CDS or Arrow platforms
• Interact with sales representatives for trade resolutions
• Track and document failed trades and related issues
• Correct and balance day-to-day processing reports
• Follow internal policies and maintain settlement records
Requirements:
• Experience in an office, ideally in the securities sector
• Understanding of Dataphile or trading systems
• Stro...
You will handle the settlement of equity trades in adherence to strict timelines and industry standards. Engaging with brokerage firms and using systems like Dataphile, CDS, and DTC, you will be key in mitigating errors and enhancing operational workflows. This role suits individuals passionate about service and continuous improvement.
Key Responsibilities:
• Process and match equity trades on CDS or Arrow platforms
• Interact with sales representatives for trade resolutions
• Track and document failed trades and related issues
• Correct and balance day-to-day processing reports
• Follow internal policies and maintain settlement records
Requirements:
• Experience in an office, ideally in the securities sector
• Understanding of Dataphile or trading systems
• Stro...