Position: Operations Specialist

Full-Time: 40 hours

Location: Dallas, TX

Assignment: 03/03/2025 – 03/03/2026

Pay: $19.50 - 22.29hourly, paid weekly.

Schedule: Mon – Fri 9am-6pm CST

Work Details:

• Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
• Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
• The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
• Ensure all trades are posted in the correct account by settlement date.
• Communicate with outside Third-Party Money Manager to resolve issues timely.
• Metrics collection, reporting and analysis coordination.

Required Skills/Experience:

• Excel, Word, Outlook Proficiency
• Strong Written Skill
• Strong Verbal Skill
• Ability to learn from training conducted virtually
• Works well with others / in a team environment
• Ability to Multitask
• Receptive to Feedback
• Dedication to work

Working Conditions:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30 lbs.
• Use of computers and technology.

Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity, we are made a stronger organization, and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.

Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected state. The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com