New York, NY
Personal Account Trading & Onboarding Analyst
A financial services firm in New York City is actively seeking a hardworking and diligent professional to join their staff as their new Personal Account Trading & Onboarding Analyst. In this role, the Personal Account Trading & Onboarding Analyst will assist with a variety of daily tasks related to onboarding counterparties for the firm.
Responsibilities
The Personal Account Trading & Onboarding Analyst will be responsible for:
Conducting due diligence and associated tasks
Assisting in answering policy questions as well as the associated tasks such statement review and transaction exceptions
Completing other tasks as assigned
Responsibilities
The Personal Account Trading & Onboarding Analyst will be responsible for:
Conducting due diligence and associated tasks
Assisting in answering policy questions as well as the associated tasks such statement review and transaction exceptions
Completing other tasks as assigned
Qualifications
- Bachelor’s degree
- 1-2 years of corporate experience
- Proficiency with computer platforms and applications
- Demonstrates initiative
- Strong communication skills
- Comfortable working in a fast-paced environment
- Excellent attention to detail
- Highly organized
- Compliance experience such as AML/KYC due-diligence-related tasks or Personal Accounts
Recommended Skills
- Attention To Detail
- Communication
- Computing Platforms
- Coordinating
- Hardworking And Dedicated
- Regulatory Compliance
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