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
- tastytrade in Chicago, IL is seeking a Banking & Transfer Specialist to join the hybrid Banking Operations team. The role prioritizes timely ACAT transfers, wires, checks, internal... ..., and ACH disbursements, while supporting IRA distributions and regulatory adherence. You...SuggestedWork at office3 days per week
- tastytrade seeks a Banking & Transfer Specialist in Chicago, IL to join the Banking Operations team in a hybrid model (3 days in-office). The role focuses on processing... ...transfers and EFT/ACH disbursements, serving IRA-related distributions, and providing a reliable liaison...SuggestedWork at office
- Insight Global is seeking a detail-oriented Wire Operations Specialist to process domestic and international transfers, verify details, and monitor queues in a fast-paced financial environment. The role requires AML/BSA/OFAC compliance, due diligence on instructions, and...Suggested
- tastytrade is seeking a Banking & Transfer Specialist in Chicago, IL with a hybrid in‑office schedule... ...ACATs, wires, checks, transfers, and IRA distributions, acting as a liaison... ...3, plus 1-3 years in banking/brokerage operations, with opportunities to mentor colleagues...SuggestedWork at office3 days per week
$60k - $80k
...tastytrade Role : Banking & Transfer Specialist Location : Chicago, IL - Hybrid... ...: Senior Manager, Banking Operations Licensure Required : FINRA... ...the team’s go‑to resource for IRA‑related distribution matters... ...matters Review and resolve ACAT rejections or documentation...SuggestedWork experience placementWork at office3 days per week$41.9k - $59.4k
...handle funding and disbursement processes including checks, wire transfers, and automatic payments Process membership and accounts and... ...improvement initiatives to enhance service quality and operational efficiency Education & Years of Experience ~ Minimum - High...Full timeTemporary workPart timeWork from home3 days per week- The Operations Associate plays a pivotal role in the overall success of the business by supporting all operational and inventory-related... ...while handling the accurate processing of shipments and transfers. Oversee the movement of merchandise from the stockroom to the...Work at office
- Company: tastytrade Role: Banking & Transfer Specialist Location: Chicago, IL - Hybrid (minimum 3... ...office) Reports to: Senior Manager, Banking Operations Licensure Required: FINRA Series 7 (or... ...the team's go-to resource for IRA-related distribution matters. This role...Work at office3 days per week
$65k - $85k
...American workers. Position Summary The HR Ops Specialist supports day-to-day administration and... ..., consistent, and compliant HR operations that enhance the employee experience. Responsibilities... ...including hires, terminations, transfers, promotions, and compensation changes...Work at officeLocal areaWork from homeFlexible hours$27 - $33 per hour
3rd Shift Operations & Maintenance Specialist II (Aquarium Systems) Title: 3rd Shift Operations & Maintenance Specialist II Department: Facilities... ...equipment. Work with water quality perform water transfers, backwash filters, mix salt, and test water chemistry to...Full timeNight shiftDay shift$24 - $28 per hour
...well as a full range of business financing products. Our Trust Operations area includes a broad variety of functions that provide... ...settlement, fee processing, receipts and disbursements, cash movement, transferal of assets, and reconciliation of all department accounts....Hourly payTemporary work- Allied is seeking an Eligibility Specialist to oversee setup and daily operations of its eligibility technology platforms, including the system of record... ...portal, and EDI interfaces. You will coordinate data transfers, process inputs, and troubleshoot issues to ensure...Remote job
- ...with HEART; Hospitality, Excellence, Appreciation, Respect & Teamwork. This position is responsible for assisting the corporate operations team with day-to-day operational oversight in assigned communities based on need.Job DescriptionIn communities with an Executive...Temporary workWork at officeLocal area
- ...Air Cargo Warehouse Operations Specialist -ORD Join our Worldwide Flight Services family and contribute to the timely delivery of cargo... ...Wellness Programs offered to all employees! 401k program offered! Opportunity for Internal Mobility and transfers available!...Full timePart timeFor contractorsWorldwideRotating shift
- ...Description The Commercial Operations Specialist is responsible for providing administrative, operational, and project coordination support... ...administration activities. Coordinate vehicle assignments, transfers, replacements, and fleet documentation. Assist employees with...Work at officeRemote workMonday to Thursday
$71k - $84k
...Alzheimer's Association® is seeking a Specialist, Board Operations and Relations, to manage governance operations and board communications. This role requires strong project management and excellent communication skills to support effective board engagement. With a focus...Full time$75k - $110k
...Role: Operations Specialist Location: Chicago, IL - In-Person (3/days week) Reports to: Head of Marketing Operations tastytrade is hiring an Operations Specialist to help keep our marketing projects organized, on time, and properly resourced. This role is responsible...Work at office3 days per week- ...Operations Specialist The Operations Specialist is responsible for performing a variety of tasks within the operations organizational functions of emergency response, pre-construction surveying, project management, and program monitoring. They support these functions within...Work at officeShift work
$55k - $70k
...Operations Specialist Passionate about precision medicine and advancing the healthcare industry? Recent advancements in underlying technology have finally made it possible for AI to impact clinical care in a meaningful way. Tempus' proprietary platform connects an...$92k - $110k
...impact and unlock incredible career growth opportunities, join us, and build real world value. THE WORK: The Workplace Operations Specialist provides outstanding customer service and supports the daily management of the office, employee experience, vendor relations...Full timeFor contractorsWork at officeLocal areaFlexible hours- ...Operations Specialist You will develop rapport with all customer and facility contacts on a coordinator/scheduler level. As shipments are tendered from the customer then accepted by the Account Growth Manager or Account Executive, it is the Operations Specialist's responsibility...Local area
$48k - $75k
...First Chicago Insurance Company is seeking an Underwriting Operations Specialist to join our growing organization! The Underwriting Operations Specialist supports the Underwriting Operations Manager in the administration, enhancement, and execution of operational processes...Full timeTemporary workWork at officeFlexible hours- ...responsibility and we work together to foster a culture where everyone belongs and is inspired to do their best work. As an Operations Specialist, you make sure that products flow smoothly through the store by maintaining product availability for customers, completing...Local areaRelocationNight shift
- ...Operations Specialist The Operations Specialist is responsible for delivering exceptional customer service and administrative support to the designated institute. Reporting to the Institute Manager, this position manages the daily operations of the Institute, including...Work experience placementWork at officeAfternoon shift3 days per week
- ...Description Job Description Wealth Management – Client Service & Operations Associate Nashville, TN | Primarily In-Office Onsite... ...of client accounts Prepare and coordinate paperwork, transfers, account changes, beneficiary updates, and money movement Work...Work at office
$17 - $19 per hour
...mat and putting it into practice in life. OVERVIEW The Operations Associate is critical in the store team and is responsible for... ...functions including shipment, receiving and processing, reverse transfers, sales floor recovery, intra-day sales floor replenishment,...Part timeWork experience placementLocal areaShift workWeekend work- ...a Sanner Group company, is seeking an experienced Quality Operations Specialist to support our Pittsboro, NC facility. You will be responsible... ...and manufacturing project teams to ensure compliant design transfer Coordinate, assemble, and route documentation per quality...Contract workTemporary workImmediate start
$70k - $75k
...Officers (the Co-Presidents and Chief Financial & Operations Officer), the Executive Services & People Operations Specialist provides high-level administrative support to... ..., promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training...Work at officeLocal areaRemote workWork visaFlexible hoursShift work2 days per week$133.7k - $160k
...Challenges. Vision for Tomorrow’s Opportunities.Join William Blair, the Premier Global Partnership.The Salesforce Platform Operations & Enablement Specialist is a senior, hands-on Salesforce administrator responsible for supporting the administration, configuration,...Temporary work$109.6k - $182.6k
...Controls Senior Analyst in the Americas region you will embody these values. Your primary role will be to support the Governance Operations Manager by ensuring that underwriting in the region is provided with timely, accurate and complete management information, analysis...Flexible hours
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