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Margins Operations

3pjdnwhnx9emmbtbtquolxbs33ip2s01d6nqd9eb3gi1xzyi269zjsp3ytg0yme1 · 30+ days ago

Dallas, TX, US

$80-90k

Full-time

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The Operations group is a collection of sub-departments which is responsible for everything after an account is opened or a trade occurs. The Operations group's responsibilities include opening customer accounts, account maintenance, receiving and delivering money and securities to customers, and many more.

Essential Functions

Performs supervisory activities including ability to lead and motivate staff. Hire staff and address performance issues as necessary.
Resolves or recommends solutions to complex problems.
Responsible for non-routine activities/transactions by drawing on multiple information sources and understanding multiple effects of a transaction.
May have extensive contact with internal and external customers to identify, research and resolve problems.
Supervisory Responsibilities

Job Requirements

High school diploma or equivalent required; 4 year college degree strongly preferred
3 to 5 years of back office Operations experience with specific Margin experience required
Series 99 or equivalent required, Series 7 preferred
Previous supervisory experience preferred of at least 1 year
Customer focused with strong interpersonal and communication skills
Proficiency with Microsoft Excel, Word, Outlook and back office systems
Detail oriented with the ability to prioritize workload to meet daily deadlines
Quick learner, team player with ability to work well in fast paced environment
Strong analytical skills
Able to work additional hours and/or flexible shift assignments when needed

Base Salary - $80,000-$90,000 depending on experience

•

Last updated on Jul 11, 2023

About the company

3

3pjdnwhnx9emmbtbtquolxbs33ip2s01d6nqd9eb3gi1xzyi269zjsp3ytg0yme1

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