Perform trading functions at a senior level, training and mentoring trading associates on the Future Plan Daily Recordkeeping Trade Team
Job Summary
Perform trading functions at a senior level, training and mentoring trading associates on the Future Plan Daily Recordkeeping Trade Team.
Identify and fix complex breaks related to Stocks and Cash in Manual Reconciliation, such as Dividends and Corporate Actions, and report unidentified breaks to onshore.
Ensure daily reporting is completed, monitor aging items, and modify reporting for new measurements to measure quality.
Matching Summary
Perform trading functions at a senior level, training and mentoring trading associates on the Future Plan Daily Recordkeeping Trade Team.
Skills & Requirements
Must-have
Perform trading functions at senior level
Identify and fix complex breaks
Manual reconciliation of Stocks and Cash
Dividend Processing
Trade Reconciliation
Nice-to-have
Train and mentor associates
Result-oriented approach
Self-learner
Adapt assignments quickly
Flexibility in work culture
Key Requirements
2 to 4 years BFSI/US Retirement industry experience