Operations Analyst

Category: Operations
Location: Jersey City, NJ
Job ID: 11460
Posted Date: January 3, 2019

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

RESPONSIBILITIES

SUMMARY

The qualified candidate should have knowledge of the financial services industry and will work closely with various departments across the firm to facilitate the reporting of unclaimed property per applicable rules and regulations. Candidate may also be assigned a variety of ad hoc projects and will be required to analyze and interpret large data sets.

RESPONSIBILITIES

● Produce daily, monthly and quarterly reports used to monitor and report abandoned accounts
● Assist with all aspects of the firm’s Unclaimed Property process, to include, but not limited to, state filings, customer outreach, remittance and vendor relationship
● Escalation of any issues or identified process gaps
● Act as liaison between E*TRADE Regulatory Reporting, Brokerage Accounting, Middle Office, Compliance/Legal, and other internal and external stakeholders
● Collaborate with E*TRADE Client Services to facilitate customer outreach efforts
● Collaborate with various IT teams to source data from various data repositories to assist with analysis and decision making

REQUIREMENTS

Basic

Bachelor’s degree preferred. Candidate’s with an equivalent combination of education, training and professional experience will also be considered

Preferred

● Demonstrated teamwork skills
● Willingness to learn about Financial Services Operations
● Ability to handle multiple tasks as well as daily deliverables
● Experience with Microsoft Office, particularly Excel
● Effective communication and ability to perform outbound phone calls to clients
● Able to work under pressure and time constraints with a sense of urgency

We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

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