Investment Services Operations Specialist
Navy Federal Credit Union•Vienna, VA
•$33 - $52
About The Position
Provides operational and administrative support functions for Navy Federal Financial Group’s brokerage, digital, and insurance services. Acts as a "Principal" for assigned new accounts for NFIS and reviews/approves new accounts and trades for securities, digital investor, and insurance businesses. Focuses on processing, documentation, and compliance support under the guidance of senior staff. Ensure accuracy in account setup, document handling, and regulatory adherence while developing foundational expertise in securities operations.
Requirements
- Operational and administrative support functions for brokerage, digital, and insurance services
- Processing, documentation, and compliance support
- Accuracy in account setup, document handling, and regulatory adherence
- Foundational expertise in securities operations
- Adherence to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act
Responsibilities
- Acts as a "Principal" for assigned new accounts for NFIS
- Reviews/approves new accounts and trades for securities, digital investor, and insurance businesses
- Focuses on processing, documentation, and compliance support under the guidance of senior staff
- Ensures accuracy in account setup, document handling, and regulatory adherence
- Develops foundational expertise in securities operations
Benefits
- Highly competitive pay
- Generous benefits and perks
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
