Trade Support Specialist

New York Temporary USD40 - USD46 per day
  • Expand Your Trade Support Knowledge With A Well Established Global Firm
  • Work in a hybrid environment

About Our Client

Well known, global financial services firm.

Job Description

  • Provide quality service to account customers and beneficiaries in responding to more complex written and telephone inquiries. Receive investment instructions from customers and/or investment advisors and requests for discretionary distributions from beneficiaries and prepare appropriate documentation; obtain officer or committee approvals and forward to operations area. Follow through on transaction processing and send and receive wire transfers. Research and respond to customer requests and problems.
  • Prepare and maintain appropriate documentation for each payment, ensuring completeness and appropriate customer, co-fiduciary, officer and/or committee approvals. Calculate dollar amounts and prepare periodic principal and income payments based on client instruction and/or appropriate fiduciary accounting principals. Keep activity reports and files as requested; review for accuracy, taking corrective action as required. Prepare files for imaging.
  • Maintain appropriate records of activity and assemble, complete and/or amend related documentation; contact customers to resolve documentation exceptions. Assist in processing deposits and distributions and with investigations. Assist officers in account openings and closings.
  • Monitor portfolio of accounts, notify officers and customers of outstanding balances and anticipated cash needed for possible investment and cash requirements for asset purchases, distributions and expense payments; reconcile account cash balances and prepare account status reports.
  • Foster customer interest in expanding account relationships through awareness of other Company products and services.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

*Proven mathematical aptitude and communications and analytical skills.
*Strong organizational and analytical skills and the ability to deal with customers in a professional manner and handle on-going accounts.
*Strong understanding of Company products and operations.
*Proficiency with personal computers as well as pertinent mainframe systems.
*Ability to deal with all levels of personnel, exercise discretion on confidential matters and work independently.

What's on Offer

  • Work for a well known firm
  • Great work culture
  • Work a one year contract and expand your trade support skills
  • Work on a hybrid model

Giuliana Monticciolo
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Job summary

Banking & Financial Services
Sub Sector
Operations / Middle Office - Banking / Securities
Financial Services
New York
Contract Type
Consultant name
Giuliana Monticciolo
Job Reference