Operations

• Support daily sales and trading operations
• Assemble and review position, balance, and exception reports
• Reconcile trades and review trade details
• Assist with client onboarding and account maintenance
• Address basic client inquiries and account-related issues
• Maintain accurate records of trades and money movement
• Support compliance and regulatory processes
• Compile and present daily financial and trading reports

Brokerage Operations Associate

• Maintain and optimize project management systems: task hygiene, project templates, SOP documentation, and delivery tracking.
• Build and manage KPI dashboards and operational trackers in Excel and Google Sheets for leadership reporting.
• Support quarterly OKR tracking: milestone progress, completion rates, and variance flags.
• Coordinate cross-department workflows: follow up on action items, maintain execution visibility, ensure nothing falls through the cracks.
• Maintain the SOP library: version control, formatting consistency, and team accessibility.
• Support onboarding logistics for new hires: documentation packages, access coordination, and 90-day checklist tracking.
• Maintain workforce planning data: headcount trackers, capacity inputs, and hiring forecast support.
• Support talent acquisition activities: coordinate job postings, manage candidate pipelines, schedule interviews, and handle hiring logistics as directed.

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Brokerage Operations Associate

Operations Coordinator