Operations Specialist (Banking)
WHO WE ARE
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:
2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
2021 Most Innovative Companies - presented by Fast Company
2021 Best API & Best Trading Technology - presented by Global Fintech Awards
ABOUT THIS ROLE
Apex Fintech Solutions is a premier entity in the financial services industry, acclaimed for its sophisticated clearing services. We focus on offering unparalleled solutions, driven by a team of banking experts committed to client success.
The Operations Specialist (Banking) is a critical role in our Banking Department, entrusted with spearheading the smooth execution of banking operations within the clearing firm. The individual will embody a profound sense of ownership, accountability, and expertise, ensuring that our standards of operational excellence are consistently met, especially in the areas of checks, wires, and ACHs.
Duties/Responsibilities
Core Operations: Perform day-to-day banking operations, emphasizing accuracy and promptness in processing transactions.
Checks, Wires, and ACHs Oversight: Assume complete ownership and accountability for all operations related to checks, wire transfers, and ACH transactions, ensuring seamless execution and adherence to regulatory standards.
Process Enhancement: Pinpoint and implement refinements to current operational workflows to boost efficiency.
Regulatory Adherence: Guarantee operations are in line with industry protocols, regulatory demands, and company policies.
Stakeholder Collaboration: Partner with cross-functional teams, external entities, and clients to clarify inquiries, address issues, and guarantee exceptional service delivery.
Risk Management: Proactively monitor and analyze operations to pinpoint and nullify potential risks, especially in the areas of checks, wires, and ACHs.
Performance Reporting: Generate and present detailed operational analyses to senior leaders, emphasizing metrics, challenges, and actionable insights.
Education and/or Experience
Bachelor’s degree in Finance, Economics, Business, or a related field (or equivalent prior experience) required
2+ years of prior work experience
Experience in banking operations, with a pronounced emphasis on checks, wire transfers, and ACHs within a clearing firm setting, preferred
FINRA SIE and Series 99 License(s) required (or willingness to obtain)
Required Skills/Abilities
Demonstrated ability to work collaboratively in a team setting and work independently.
Excellent analytical, problem-solving, and critical thinking skills.
Exceptional written and verbal communication skills, with the ability to present complex information clearly and concisely.
Resilience to thrive in high-pressure scenarios and address intricate operational dilemmas.
Strong understanding of custody and clearing operations, financial markets, and regulatory environment.
Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
Work Environment
This job operates in a hybrid, office environment.
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Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Rewards
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
EEO Statement
Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.