Operations Specialist

Phaxis
Boston, MA
Overview

The Operations Specialist ensures all trade entries into the accounting system are accurate and timely. This individual is responsible for performing specialized operations related to routine securities processing activities in support of the firm's business lines. As Specialist, s/he deals with issues as they relate to his/her area of focus. These activities include: executing controls, assisting others, accounting for trade activity, resolving trade problems, ensuring accurate and timely cash management, client contact (internal and external) along with 529 administration.
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.

This is a HYBRID contract role with potential extensions!

Responsibilities
  • Execute controls, assist others, account for trade activity, resolve trade problems, ensure accurate and timely cash management, client contact (internal and external) along with 529 administration.
Qualifications
  • BA/BS degree or equivalent work experience.
  • Demonstrated PC skills.
  • Ability to identify, escalate and resolve a problem.
  • Ability to communicate professionally both verbally and written.
  • Ability to manage time efficiently and effectively.
  • Organizational skills and detail-oriented.
  • Ability to multi-task.
  • Ability to work in a team environment.
Seniority level
  • Entry level
Employment type
  • Contract
Job function
  • Accounting/Auditing and Finance
Industries
  • Accounting, Banking, and Financial Services
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Posted 2025-09-05

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