Brokerage Operations Specialist
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Brokerage Solutions Operations
Specialist II.
Key Responsibilities
Communicate and develop relationships with fund administrators and
issuers
Review fund documents and perform data entry to track client
balances and transactions
Identify and resolve data reporting discrepancies and assist in
process improvements
Required Qualifications
High School Diploma or equivalent required
Bachelor's Degree in Accounting, Finance, Business Administration,
or related experience preferred
Computer experience with Word, Excel, and Microsoft Outlook
Ability to work independently as well as in a team environment
Strong multi-tasking skills
Keywords: VirtualVocations, Covina , Brokerage Operations Specialist, Other , Vista, California
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