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ACAT & IRA Transfer Operations Specialist

Tastyworks

tastytrade, located in Chicago, IL, is seeking a Banking & Transfer Specialist to support processing ACATs, wires, checks and internal transfers within a hybrid work environment (3 days in office). You will coordinate with the clearing firm, handle IRA distributions, and mentor junior staff while ensuring regulatory compliance. The role reports to the Senior Manager, Banking Operations and requires FINRA Series 7 (or SIE + 7 Top-Off) and Series 63, plus 1–3 years of banking/brokerage operations #J-18808-Ljbffr Tastyworks

Vacancy posted 2 days ago
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