About this role
Overview
Connecting clients to markets – and talent to opportunity.
With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Business Segment Overview
Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies.
Position purpose: This role offers a unique opportunity to support the continuing development of this highly successful multi-product business. The OTC Trade Processing Team is responsible for monitoring and executing events throughout the life cycle of the trade to ensure accuracy and completeness across systems and customer statements.
Responsibilities
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Primary duties will include:
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Review and ensure transactions are entered into the system of record
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Monitor trade confirmation delivery daily and adhere to escalation procedures to ensure regulatory deadlines are met
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Review and approve manual client confirmations prior to distribution
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Complete understanding and ability to explain all parts of the account statement to internal and external customers
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Process requested trade amendments, offsets, and account changes
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Facilitate EFR workflows from request to execution, obtaining all required approvals
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Process cash adjustments
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Process internal and external customer requests originating via phone or Salesforce case and provide timely and appropriate resolution
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Identify and escalate matters with high level business or financial impact
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Complete end of day system monitoring while communicating with the front office regarding any open and unclaimed trades
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Monitor daily reports/statements to identify and circumvent potential errors in cash flow, accumulations, and trade postings
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Maintains prompt and regular attendance
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This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed
Qualifications
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To land this role you will need:
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3 years of relevant experience
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Experience identifying and implementing process improvements
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Experience creating and maintaining operational procedures
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Detail oriented and excellent documentation skills
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Excellent customer service, communication, and organization skills
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Proficient knowledge of Microsoft Office Suite
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Proven analytical problem-solving ability
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Must be able to learn quickly
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Ability to multitask while demonstrating accuracy and efficiency
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What makes you stand out:
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Proficient knowledge of Salesforce (K-side) a plus
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Experience with Murex a plus
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Education / Certification Requirements:
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Bachelor’s degree in finance or accounting and/or equivalent work experience preferred
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Working Style:
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4 days per week onsite, 1 day per week remote
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Strong work ethic and ability to effectively meet deadlines
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Ability to work in a team environment
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Able to work independently with minimum supervision while understanding the necessity for communicating and coordinating work efforts across the organization