Fixed Income Operations Advisor (Fixed Income)

Location: Memphis, Tennessee, United States; resident workstyle

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term decision-making.

What you will do

• Support daily Fixed Income operational activities, including client setup, account maintenance, reporting, and special projects.
• Assist with client onboarding by reviewing information and documentation for completeness and accuracy.
• Coordinate status updates, outstanding items, due diligence requests, and operational responses with Sales Representatives, Sales Assistants, and internal business partners.
• Prepare and maintain weekly and monthly reports, spreadsheets, trackers, and operational summaries.
• Review client and account information for first-line audit and supervisory review, identify discrepancies, and coordinate timely resolution.
• Provide backup coverage, participate in cross-training, and support process improvements across Fixed Income workflows.

Requirements

• Bachelor’s degree required.
• Approximately 7–12 months of general work experience.
• Strong attention to detail, organization, time management, communication, analytical ability, and problem-solving skills.
• Proficiency with Microsoft Excel, Outlook, Teams, Word, and SharePoint.
• Ability to review detailed information, identify discrepancies, follow established processes, and manage changing priorities.
• SIE, FINRA Series 7, and Series 63 registrations must be obtained within one year of starting; continued employment depends on completing them within the required timeframe.

Nice to have

• Experience in financial services, securities operations, client service, or Fixed Income.
• Experience with Bloomberg or other Fixed Income systems, or the ability to learn them.

Culture & Benefits

• Full-time employment with a people-first culture centered on developing, collaborating, deciding, delivering, and improving.
• Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Travel is expected to be less than 25%.
• Work environment emphasizes accountability, professional growth, responsive communication, and continuous improvement.