Brokerage Officer Job at Gloucestershire County Council (Gloucester)

New

Brokerage Payment Officer

We have an exciting opportunity for a Payment Officer to join our Brokerage Paym...

Location

United Kingdom , London

Salary:

38256.00 - 39276.00 GBP / Year

Haringey Council

Expiration Date

July 05, 2026

Requirements

Working knowledge of social care finance systems such as ContrOCC and SAP, along with strong Excel skills
Experience processing client and provider transactions, including invoices, scheduled and ad hoc payments
The ability to manage and analyse financial information, including supporting reconciliations and monitoring reports
Strong attention to detail with a commitment to accuracy and maintaining financial controls
Excellent communication skills, with the ability to liaise effectively with stakeholders and resolve queries in a timely manner
A proactive and collaborative approach, sharing knowledge and contributing to continuous improvement across the team
Understanding of Adult Social Care services and relevant legislation, including safeguarding vulnerable adults

Job Responsibility

Processing invoices, scheduled and ad hoc payments
Resolving payment queries and supporting reconciliations
Assisting the Payments Manager and Senior Brokerage Manager in reviewing payments, identifying overpayments and maintaining robust financial controls
Promoting best practice – supporting providers through guidance and training on invoicing and payment systems, helping to improve efficiency and independence across the sector, while ensuring high standards of service delivery

What we offer

A leave entitlement up to 31 days + bank holidays
Potential hybrid working opportunities
Health and wellbeing support
A generous local government pension scheme
A range of discount schemes across leisure and culture that provide both financial and money-saving discounts

Fulltime

New

Market Transition Consultant

Wells Fargo is seeking a Change Implementation Consultant to join our Experience...

Location

United States , New York

Salary:

82000.00 - 125000.00 USD / Year

Wells Fargo

Expiration Date

July 12, 2026

Requirements

2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Experience providing support to client facing employees
Strong conflict resolution skills
Ability to troubleshoot operational issues
Ability to manage multiple and competing priorities
Ability to work in a time sensitive and often pressured environment
Knowledge and understanding of brokerage industry: products, services, operational policies, systems and procedures
Strong analytical skills with high attention to detail and accuracy

Job Responsibility

Provide assistance at all levels including onsite and remote account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify action items, rejections, and irregularities
Review transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plans
Manage the ongoing relationship with the new advisor and branch during the transition period
Provide onsite and remote training and support to Financial Advisor and support team
Act as subject matter expert and key liaison between the practice, home office support, and business partners including consulting to best serve the new Financial Advisor and client
Provide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team members
Recommend solutions for complex issues, related to the client, advisor, platform, and process
Assist in maintaining training materials and manuals and quick reference materials
Conduct instructor-led training sessions for newly onboarding advisors and sales associates
Recommend and implement improvements to process and procedures

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

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New

Institutional Investment Operations Senior Manager

Wells Fargo is seeking a Institutional Investment Operations Senior Manager

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

July 09, 2026

Requirements

7+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of management or leadership experience
University degree/Post graduation in Business /Accounts/Economics/Stats
~ 15-18 years of experience in the Investment Banking Operations
Strong expertise of Capital market Products, Functional understanding and working knowledge of Confirms and Settlements along with Middle Office
Good understanding Risk Management, RSCA and P&L
Ability to work in a fast paced environment and time constraints
Strong communication skills
People management experience of +15 years

Job Responsibility

Manage and develop teams of individual contributors and managers in roles with moderate complexity
Engage and influence peers, stakeholders, internal partners, external clients affected by its outcome
Support the lifecycle of Institutional trades while managing a larger group or multiple groups covering the following functions
client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues
Identify and recommend opportunities for process improvement and risk control development
Collaborate with all business partners and various departments, create efficiencies and mitigate risk for team and organization
Resolve complex issues and processes within Institutional Investment Operations
Determine appropriate strategy to meet moderate to high risk deliverables
Interpret and develop policies and procedures for functions with moderate complexity within scope of responsibility
Collaborate and influence all levels of professionals including more experienced managers

Fulltime

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New

Change Implementation Consultant

Wealth & Investment Management, or WIM, is one of the United States' leading pro...

Location

United States , Saint Louis

Salary:

68000.00 - 104000.00 USD / Year

Wells Fargo

Expiration Date

July 14, 2026

Requirements

2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Provide assistance at all levels including onsite account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify action items, rejections, and irregularities
Review transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plans
Manage the ongoing relationship with the new advisor and branch during the transition period
Provide onsite and remote training and support to Financial Advisor and support team
Act as subject matter expert and key liaison between the practice, home office support, and business partners including consulting to best serve the new Financial Advisor and client
Provide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team members
Recommend solutions for complex issues, related to the client, advisor, platform, and process
Assist in maintaining training materials and manuals and quick reference materials
Conduct instructor-led training sessions for newly onboarding advisors and sales associates
Recommend and implement improvements to process and procedures

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

New

Operations Processor

We are looking for an Operations Processor to support wealth operations activiti...

Location

United States , Woburn

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1–3 years of experience in financial services operations, wealth management, brokerage operations, banking operations, or a closely related environment
Demonstrated attention to detail with the ability to manage documentation and transaction processing accurately
Strong organizational skills and the ability to balance multiple assignments and deadlines effectively
Clear written and verbal communication skills for collaborating with internal teams and external partners
Proficiency in Microsoft Office applications, especially Excel
Ability to work independently while contributing effectively in a team-oriented setting

Job Responsibility

Manage the setup of new investment accounts across custodial and recordkeeping systems, ensuring each request is handled efficiently and correctly
Examine account forms and supporting documents to confirm accuracy, completeness, and alignment with operational requirements
Facilitate funding activities, transfers, rollovers, and other asset movement transactions to support timely account activation and maintenance
Track workflow queues and follow through on pending items to keep operational processes moving without unnecessary delays
Assist with onboarding tasks that help clients complete account establishment and funding within expected timeframes
Handle service-related requests such as account updates, beneficiary changes, distributions, and other administrative transactions
Work closely with advisors, business development partners, and custodians to resolve account issues and accelerate request completion
Maintain precise records in organizational and workflow systems while supporting reporting, operational tracking, and process improvement efforts
Carry out all assigned work in accordance with company procedures, risk controls, and applicable regulatory guidelines

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

New

Registered Client Associate

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Ma...

Location

United States , San Francisco

Salary:

30.77 - 45.67 USD / Hour

Wells Fargo

Expiration Date

July 24, 2026

Requirements

1+ years of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Assist Profit Formula (PF)Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues
Execute various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
When applicable, act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

New

It Project Technology Lead

Prime Services Technology Project Manager / Business Analyst. The Technology Pro...

Location

Canada , Mississauga

Salary:

120800.00 - 170800.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in technology project management, business analysis, or delivery leadership within a Capital Markets environment
Experience in Capital Markets products including Prime Brokerage Cash, Prime Brokerage Synthetics, Equities Finance, Futures, and OTC Clearing
Familiarity with regulatory reporting frameworks such as EMIR and MiFID
Demonstrated ability to manage complex, high-impact delivery programs across matrixed organizations, aligning diverse teams and driving outcomes across cross-regional workstreams
Ability to engage and influence senior leaders through clear communication, synthesized reporting, and confident decision-framing
Experience applying AI and automation tools within project management or business analysis workflows, with awareness of emerging AI use cases in technology delivery functions
Background in data management best practices including data lineage, data quality controls, and governance frameworks
Proficiency with enterprise delivery tooling including Jira, Confluence, and SharePoint, MS Office (Excel, PowerPoint, Word, MS Project and Visio) alongside Agile and SDLC methodologies
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Lead end-to-end delivery of strategic technology programs across Prime Services, translating business and regulatory priorities into clear roadmaps, delivery plans, and milestone-driven schedules
Partner with cross-functional teams spanning Markets Business, Markets Transformation, Enterprise Data Office, Risk, Finance, and Compliance to align project scope with business objectives
Conduct detailed business analysis to define requirements, produce project artifacts including Business Requirements Documents and Test Strategies, and coordinate testing, release, and implementation activities
Work with technology, vendor, and support teams to plan, oversee, and implement solutions, ensuring critical deliverables are met against target dates
Drive data management initiatives with a focus on data lineage, data controls, and regulatory compliance, contributing to enterprise data governance strategy and standards
Identify, assess, and mitigate delivery risks, dependencies, and blockers across multi-workstream programs, escalating issues and driving resolution with urgency
Lead governance routines, steering committees, and executive decision forums, communicating project strategy, risk exposure, and design recommendations to senior stakeholders
Leverage AI-enabled tools and automation to improve delivery discipline, reporting accuracy, and productivity across project and business analysis activities
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

New

Middle Office Operations Analyst

As an Analyst in Middle Office, you will directly support our team mission to pr...

Location

United States , Chicago

Salary:

90000.00 - 115000.00 USD / Year

Chicago Trading Company

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a finance or quantitative discipline
1-3 years experience in a financial or analytical role
Strong analytical skills and attention to detail
Proficiency in Excel (pivot tables, vlookups)
Effective communicator, collaborative, and eager to learn

Job Responsibility

Manage daily reconciliation and reporting of positions, P&L, trading volumes, capital, and other metrics
Research trade breaks in collaboration with the trading desks, clearing counterparties and fund administrator across asset classes
Support maintenance and validation of financial controls and reporting
Work with the Development teams to help prioritize and identify requirements for reporting and control systems enhancements
Collect and clean trading and financial data
Help maintain and reconcile fee and rebate models, brokerage transactions, and ensure subledger accuracy versus the general ledger
Assist internal audiences in enhancing data flow and reporting accuracy
Collaborate with trading, technology, accounting, and financial planning and analysis teams on workflow improvements

What we offer

Generous time off
insurance coverage
paid parental leave
free breakfast and lunch
wellness reimbursement

Fulltime

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Brokerage Officer

Job Description

Job Responsibility

Requirements

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