<p>We are looking for an experienced Operations Associate to support the institutional broker-dealer operations team at a large financial institution in Columbus, Ohio. In this long-term contract role, you will oversee client onboarding, asset movement, account maintenance, and ensure compliance with organizational policies. This position offers the opportunity to collaborate on process improvements and contribute to the overall efficiency of operations.</p><p><br></p><p>Responsibilities:</p><p>• Review and process institutional client onboarding requests, ensuring all required documentation is accurate and complete.</p><p>• Utilize Docusign to send and manage client documentation in a secure and efficient manner.</p><p>• Conduct scans and verifications for onboarding and account maintenance requests.</p><p>• Oversee and approve asset movements, including wire transfers and other financial transactions.</p><p>• Perform daily account reconciliations and manage settlement processes, including report reviews and initiating settlement wires.</p><p>• Prepare and update operational procedures and job aids to maintain compliance and streamline workflows.</p><p>• Generate ad hoc reports and respond to specific requests from internal stakeholders.</p><p>• Collaborate with audit and risk teams to provide necessary documentation and validate internal controls.</p><p>• Support the training and development of new team members, ensuring high-quality work standards.</p><p>• Engage in special projects aimed at driving process improvements and enhancing operational efficiency.</p>

• High school diploma or equivalent education level.<br>• Minimum of one year of experience in brokerage or investment onboarding operations.<br>• Proficiency with Docusign, especially in sending and managing client documentation.<br>• Familiarity with Pershing or National Financial Services brokerage platforms.<br>• Strong organizational skills and attention to detail to manage multiple priorities effectively.<br>• Ability to work collaboratively in a team-oriented environment and build strong relationships with business partners.<br>• Proficiency in Microsoft Office applications, including Excel and Outlook.<br>• Experience with account reconciliation, wire transfers, and institutional client onboarding processes.

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