Operations Specialist

Axos Clearing LLC

Target Range:

$20.00/Hr. - $25.00/Hr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 5%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

This role is part of the Inbound Operations team and offers a unique opportunity to work critical functions of Axos Advisor Services. The team's goal is to be part of an industry leader by providing a seamless and timely account opening and maintenance experience for our customers.

The Account Services Operations Analyst will primarily be responsible for supporting new account opening and maintenance of accounts for the Advisor Services business as well as processing ACATS transfer requests. The role requires participating on a team that supports our business and clients. Attention to detail, accuracy and good written and verbal communication skills are essential to the position. Must be a hands-on team player who is able to work on multiple initiatives simultaneously, as well as, remaining focused on the task at hand.

• Responsibiities
• Reviewing client forms & documentation for good order and completion. Manually processing those requests with speed and accuracy
• Handling exception & reconciliation reports and helping to execute risk controls
• Working collaboratively with the team to meet all daily responsibilities and maintain excellent service levels
• Proactively communicate with Client Service Advocates to provide guidance and answer any specific queries
• Identifying and documenting process and system enhancements for productivity, quality, and efficiency
• Contributing to special projects and assignments, as needed
• Work closely with all Operations functions to identify process improvement opportunities and implement best practice

Requirements:

• HS diploma
• Proven organizational skills with high attention to detail
• Strong computer skills (Word, Excel, Outlook, etc.)
• Strong analytical & problem-solving skills
• Strong prioritization skills and ability to adapt to change
• Must be a dynamic and self-starting individual, able to work independently or as part of a team

Preferred:

• Bachelor's degree

Axos Employee Benefits May Include:

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.