P&S Coordinator
William Blair & Company - Chicago, IL

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  • Acquire an in-depth knowledge of all trade processing roles, with the ability to execute most duties associated with these roles. Provide assistance on complex tasks on a daily basis.
  • Provide training to future analysts and clerks. Train existing personnel in learning new processes.
  • Act as backup for more complex functions of group. Actively participate in resolution of complex problems or those requiring urgent action.
  • Interface externally with vendors, counterparties and custodians on behalf of business units. Interface internally with business units to investigate and resolve client related issues.
  • Assist management in monitoring business and regulatory environment and help adjust group functions to meet new requirements. Recommend and assist in the implementation of improvements in workflow processes.
  • Participate in projects as defined by management.

  • Bachelor’s degree
  • Series 7 and 63 required or working towards completion
  • Experience (2+ years) in brokerage firm operations preferred
  • Excellent problem solving and analytical skills.
  • Excellent computer skills including Microsoft Excel, Word, Power Point.
  • Effectively prioritize time and manage multiple tasks as issues arise.
  • Strong written and verbal communication skills and a desire to work in a team environment.
  • Customer service orientation, responds to requests in a timely manner.
  • Knowledge of Broadridge, DTC, ACT/OCS desirable. Experience with any of the following a real plus: Fidessa, Bloomberg, TRACE, MSRB RTRS.
  • Solution focused and detail oriented.
  • Positive attitude and demonstrates initiative and persistence.

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