Connecting clients to markets - and talent to opportunity
With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we're a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.
Business Segment Overview -
Corporate Functions
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.
Responsibilities:
Job 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
Primary Accountabilities/Responsibilities:
Ensure transactions are entered into the system of record
Monitor trade confirmation delivery daily and adhere to escalation procedures to ensure regulatory deadlines are met
Evaluate and approve manual client confirmations prior to distribution
Demonstrate a complete understanding and ability to explain all sections on the customer account statement
Process requested trade amendments, offsets, account changes, and cash adjustments
Facilitate EFR workflows from request to execution, obtaining all required approvals
Manage internal and external customer requests originating via phone or Salesforce case and provide timely and appropriate resolution
Identify and escalate matters with high level business or financial impact
Finalize end of day system monitoring while communicating with the front office regarding any open and unclaimed trades
Oversee daily reports/statements to identify and circumvent potential errors in cash flow, accumulations, and trade postings
Maintain prompt and regular attendance
This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed
Qualifications:
Job Requirements:
Bachelor's degree in finance or accounting and/or equivalent work experience preferred
Strong work ethic and ability to effectively meet deadlines
Detail oriented and excellent documentation skills
Excellent customer service, communication, and organization skills
Proficient knowledge of Microsoft Office Suite
Proficient knowledge of Salesforce
Proven analytical problem-solving ability
Must be able to learn quickly
Ability to multitask while demonstrating accuracy and efficiency
Ability to work in a team environment
Able to work independently with minimum supervision while understanding the necessity for communicating and coordinating work efforts across the organization
Experience identifying and implementing process improvements
Experience creating and maintaining operational procedures
Experience with Murex a plus
Education / Certification Requirements:
* Bachelor's degree in finance or accounting and/or equivalent work experience preferred
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