Financial Operations Specialist
eTeam Inc
Financial Operations Specialist
This will be a hybrid role on-site 3x a week minimum but: This role can sit in NYC (1 NYP), Jersey City, or Purchase Interviews will be conducted over Zoom Total headcount of FOUR, Series 7 preferred in at least 1 of the 4 Support the *** at Work team by supporting activities included, but not limited to:
- Trust account openings and Early Lockup support
- Temp staffing of dedicated support center
- Private share lending- On platform and AAA support
Daily responsibilities:
- Supporting our Executive Financial Services home office team and operations around our restricted in street name product
- Working with Financial advisors on answering client questions and assisting them with EFS transactions
- Liaising with capital markets and stock lending team on outstanding settlement on large transactions
- Provide support to our 10b5-1 team as needed
- Provide support to MSAW ISE and Stock plan teams as needed to support IPO clients
- Managing manual processes associated with opening and monitoring trust account activities and private share lending related to current stock plan employees
- Resources will be responsible for implementing and following MS procedures and interfacing with clients on an as needed basis
Vacancy posted 2 days ago
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