Finance Associate POST NUMBER: 456980
Help process and settle stock and bond trades through DTC (Depository Trust Company).
Double-check trade details like account numbers and quantities to make sure everything is correct.
Handle incoming trade requests and make sure they meet daily deadlines.
Communicate with clients and brokers by email or phone to fix any issues or answer questions.
Flag and escalate any trade problems to your manager, especially high-value issues.
Keep records and assist with basic reporting tasks.
Work closely with your team to ensure smooth day-to-day operations.
Look for ways to improve how tasks are done and increase efficiency.
- Must Have a Bachelor’s Degree in Accounting, Finance, Economics or Business.
- Prior finance/accounting internship experience.
- Knowledge of Microsoft Excel.
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