Brokerage and Securities Operations Specialist

Job overview

The Brokerage and Securities Operations Specialist role begins onsite in Saint Louis, MO for training and may transition to a hybrid schedule of three onsite days and two remote days. Compensation is not specified. Mindlance lists a nine-month W-2 engagement with weekday hours that may be 7:30 a.m.–4 p.m. or 8 a.m.–5 p.m. The specialist supports accurate advisory account setup and maintenance by processing requests, validating account coding, analyzing reports, and resolving exceptions. The role also contributes to Activity and InvestCloud initiatives through testing support, business-requirement analysis, operational risk mitigation, and process improvement.

What you'll do

• Review and process advisory account setup and maintenance requests
• validate account information and coding
• analyze operational reports and exception data
• research discrepancies and resolve exceptions
• support testing and project implementation for Activity and InvestCloud initiatives
• identify process improvement opportunities
• collaborate with account opening and maintenance, advisory, business, and technology teams.

What we're looking for

Skills & competencies

brokerage operations

securities operations

advisory accounts

account setup

account maintenance

data analysis

operational reporting

process improvement

saint louis mo

mindlance

hybrid transition

weekday schedule

activity and investcloud

Work arrangement

• Weekend coverage required

Why this role

Training is onsite, with a possible transition to three onsite days and two remote days; weekday hours may vary between two listed schedules.

About the employer

Mindlance is hiring for this role. Industry: Investment Banking and Securities Intermediation. Sector: 52.