Analyst, Operations - Cash Management

Axos Bank • Centennial, CO

1d • Onsite

About The Position

The Analyst is responsible for participating on an operational team that supports our clients. They help our clients grow by completing daily workloads in an accurate and timely manner. The Analyst will demonstrate the ability to support one or more of the following functions: Account Services, Alternative Investments, Cash Management, Client Communications, Conversions, Corporate Actions, Mutual Funds, Settlements, Stock Receipts, Tax, Trading and Transfers. Other responsibilities may arise as part of our ever-evolving work environment. Review documentation and process requests. Analyze information to ensure high level quality. Interface with a variety of systems and departments to resolve tasks. Take initiative to identify and implement opportunities for process improvement. Perform other duties as assigned.

Requirements

• Participating on an operational team that supports clients.
• Completing daily workloads in an accurate and timely manner.
• Supporting one or more of the following functions: Account Services, Alternative Investments, Cash Management, Client Communications, Conversions, Corporate Actions, Mutual Funds, Settlements, Stock Receipts, Tax, Trading and Transfers.

Responsibilities

• Review documentation and process requests.
• Analyze information to ensure high level quality.
• Interface with a variety of systems and departments to resolve tasks.
• Take initiative to identify and implement opportunities for process improvement.
• Perform other duties as assigned.

Benefits

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave
• 3 weeks’ Vacation
• Holidays (about 11 a year)
• HSA or FSA account
• 401(k) Retirement Saving Plan with Employer Match Program
• 529 Savings Plan
• Employee Mortgage Loan Program
• free access to an Axos Bank Account with Self-Directed Trading

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed