7 часов назад
Operations Analyst
20 - 24$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Operations Analyst (Financial Operations): Processing tax documentation, reconciling federal and state withholding liabilities, maintaining tax lot reporting data, and supporting introducing broker-dealer inquiries with an accent on regulatory compliance, reporting accuracy, and operational quality. Focus on analyzing account information, resolving tasks across systems and departments, identifying process improvements, and escalating potential risks.
Location: Omaha, Nebraska, United States
Salary: $20.00–$23.92 per hour, plus eligible discretionary annual cash and restricted stock unit bonus targets of 10% each.
Company
is a digital-first financial services company providing technology-driven banking and money-management solutions to individuals, small businesses, and companies.
What you will do
- Review, amend, and finalize new account documentation.
- Analyze demographic and account information to maintain data quality.
- Process documentation and respond to introducing broker-dealer inquiries.
- Remit and reconcile daily federal and state tax withholding liabilities and unclaimed property.
- Prepare and review daily reports while maintaining client tax lot reporting data.
- Identify process improvements, collaborate across systems and departments, and escalate potential regulatory risks.
Requirements
- Bachelor’s degree or equivalent experience preferred.
- Two or more years of relevant experience preferred.
- Financial industry experience or FINRA licenses preferred.
- Strong verbal and written communication, analytical, decision-making, time-management, and multitasking skills.
- High attention to detail with a focus on quality, productivity, and regulatory compliance.
- Employment eligibility verification through the U.S. E-Verify program is required, along with credit, criminal background, and pre-employment drug screening.
Culture & Benefits
- Medical, dental, vision, and life insurance may be available.
- Paid sick leave, three weeks of vacation, and approximately 11 holidays per year.
- HSA or FSA accounts and other voluntary benefits.
- 401(k) retirement savings plan with employer match and a 529 savings plan.
- Employee mortgage loan program and access to an account with self-directed trading.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →