Operations Specialist – Banking

🔥 13 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

PEAK6

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💳 Fintech

📚 Education

Fintech • Investment • Education

PEAK6 is an innovative investment firm headquartered in Austin, Texas, with a global presence that includes a diverse portfolio of businesses. The company operates outside traditional investment practices, focusing on capturing unique opportunities and leveraging technology to enhance performance. PEAK6 encompasses various entities, including capital management, fintech solutions, and education initiatives, aiming to simplify processes, democratize financial access, and empower consumers. With over 25 years in the industry, PEAK6 strategically invests in transformative ideas, ensuring flexibility in the dynamic financial landscape.

📋 Description

• Execute day-to-day banking operations with an emphasis on accuracy and timeliness, including the processing of checks, wire transfers, and ACH transactions in accordance with Apex policy and within required processing windows • Identify transaction exceptions and escalate to management as appropriate; partner with cross-functional teams (AML, Legal, Risk, Client Services) to resolve exceptions within required timeframes, documenting all exception notes per established procedures • Follow Apex Banking SOPs and applicable regulatory requirements consistently across all transactions; seek guidance on non-standard situations and flag discrepancies or documentation gaps to senior team members • Identify and propose refinements to current operational workflows to improve efficiency and reduce risk; participate in implementation of approved process improvements under senior guidance • Perform self-review of own work prior to submission; assist with the daily completion of supervisory checklist items, ensuring all required tasks, approvals, and signoffs are documented accurately and on time • Respond to routine and ad hoc requests from clients and internal teams (Client Services, Compliance, Risk etc.) in a timely and professional manner; assess urgency, gather required information, and coordinate with appropriate teams to ensure accurate resolution within agreed service level agreements (SLAs), escalating complex matters as appropriate

🎯 Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; or equivalent professional experience • Minimum 2 years of experience in financial services operations • FINRA SIE and Series 99 License(s) required (or willingness to obtain within a defined timeframe) • Comfortable working U.S. hours (night shift) in a remote environment • Preferred Qualifications: Experience in banking operations with a focus on checks, wire transfers, and ACH transactions within a clearing firm or broker-dealer setting • Familiarity with Apex Clearing systems or equivalent back-office platforms • Proficiency in Excel and operational reporting tools

🏖️ Benefits

• healthcare benefits (medical, dental and vision, EAP) • competitive PTO • 401k match • parental leave • HSA contribution match • paid subscription to the Calm app • generous external learning and tuition reimbursement benefits • hybrid work schedule