Institutional Sales and Operations Support Representative

InspereX is seeking an Institutional Sales and Operations Support Representative to support the Financial Northeastern division’s institutional sales and brokerage operations activities. Working at the intersection of sales, client service, and operations, this individual will help translate client needs and sales activity into accurate, timely execution. The role requires sound judgment, strong quantitative skills, and the ability to manage detailed, time-sensitive work while maintaining clear communication across multiple stakeholders.

The successful candidate will bring a service-oriented mindset, intellectual curiosity, and a high degree of accountability. This is an opportunity to develop broad exposure to the institutional securities business and become a trusted resource for sales professionals, operational partners, and clients.

This position would be located onsite in our Fairfield, NJ office.

Key Responsibilities

Institutional Sales and Client Support

• Partner with institutional sales professionals to support daily business activity, coordinate client requests, and manage the operational details associated with client relationships.
• Prepare and validate information, reports, and supporting materials used in sales and client communications.
• Respond to inquiries professionally and accurately, exercising judgment about when to resolve matters independently and when to involve sales, operations, or other internal partners.
• Maintain visibility into outstanding requests and commitments, ensuring consistent follow-through and timely resolution.

Transaction and Brokerage Operations

• Support the transaction lifecycle, including trade entry, review, documentation, processing, and settlement coordination.
• Review transaction details and supporting records for accuracy and completeness, identifying discrepancies before they create downstream issues.
• Coordinate with internal teams, counterparties, and service providers to investigate exceptions and resolve processing or settlement concerns.
• Support account onboarding and maintenance by coordinating required documentation, reviewing information for completeness, and tracking outstanding items.
• Maintain accurate records in accordance with firm procedures and applicable requirements.

Analysis and Process Management

• Use Excel to analyze and reconcile data, validate calculations, monitor activity, and prepare recurring and ad hoc reports.
• Apply strong numerical reasoning and attention to detail to identify inconsistencies, investigate their causes, and support appropriate resolution.
• Manage competing priorities in a deadline-driven environment, recognizing dependencies and escalating issues that could affect clients or transaction completion.
• Identify opportunities to improve workflows, strengthen controls, and reduce recurring errors or manual inefficiencies.
• Develop working knowledge of the division’s products, systems, and operating procedures to provide increasingly independent and effective support.

Qualifications

• Bachelor’s degree required , preferably in finance, economics, accounting, business, mathematics, or a related discipline.
• Successful completion of the SIE exam and active FINRA Series 7 and Series 63 registrations required.
• Strong mathematical aptitude and quantitative reasoning, with the ability to perform accurate calculations, interpret numerical information, and identify discrepancies.
• Excellent written and verbal communication skills, including the ability to convey detailed information clearly and interact confidently with clients and colleagues.
• Strong proficiency in Microsoft Excel, including formulas, data organization, reconciliation, and analysis; experience with lookup functions and PivotTables preferred.
• Proficiency in Microsoft Outlook, Word, and Adobe Acrobat.
• Exceptional attention to detail, with a disciplined approach to reviewing work and maintaining accurate records.
• Strong organizational skills and the ability to manage multiple priorities without compromising accuracy or responsiveness.
• Demonstrated problem-solving ability, sound judgment, and ownership of issues through resolution.
• Professional discretion when handling confidential client and business information.
• A collaborative approach, initiative, and a commitment to developing expertise in institutional financial services.
• Experience in institutional sales support, brokerage operations, securities processing, or financial services client support is preferred. Familiarity with trade processing, settlement, account administration, and fixed-income securities is particularly valuable.