Operations Specialist
Phaxis
Boston, MAFresher1h agovia LinkedIn
About the Role
An entry-level Operations Specialist opportunity supporting a financial services client in Boston. This role is ideal for someone looking to start their career in financial services operations.
Key Responsibilities
- Ensure accurate and timely trade entry into the accounting system
- Perform routine and specialized securities processing activities
- Execute operational controls to support accuracy, risk mitigation, and compliance
- Investigate, escalate, and resolve trade breaks / trade-related issues
- Support cash management processes with a strong focus on timeliness and accuracy
- Communicate with internal partners and external contacts as needed
- Provide support related to 529 administration
- Assist with ongoing operational tasks and support other team members as needed
Requirements & Tech Stack
- Strong PC/technical skills
Qualifications
- BA/BS degree or equivalent relevant work experience
- Ability to identify issues, problem-solve, and escalate appropriately
- Professional communication skills (verbal and written)
- Strong time management and ability to prioritize effectively
- Highly organized and detail-oriented
- Ability to multitask in a fast-paced environment
- Comfortable working both independently and as part of a team environment