Apex Fintech Solutions

Back Office Operations Specialist (Securities) - US Hours/Remote

Apex Fintech Solutions · Full Time · 13 days ago

Apex Fintech Solutions

🌎 Philippines ⭐ 2-5 yrs exp 💼 Others

Manage the end-to-end processing and settlement of equities, bonds, and options while ensuring regulatory compliance. Perform detailed reconciliations between internal systems and external custodians to resolve discrepancies and optimize back-office workflows.

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Operations Specialist (Mutual Funds) - US hours/Remote

Apex Fintech Solutions · Full Time · 20 days ago

Apex Fintech Solutions

🌎 Philippines ⭐ 2-5 yrs exp 💼 Others

The role focuses on supporting day-to-day custody and clearing services with a primary emphasis on mutual fund transactions and account reconciliation. It involves coordinating with fund companies and clients to ensure regulatory compliance and operational accuracy.

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Operations Specialist (Retirements) - US Hours/Remote

Apex Fintech Solutions · Full Time · 24 days ago

Apex Fintech Solutions

🌎 Philippines ⭐ 2-5 yrs exp 💼 Others

Manage the full lifecycle of retirement account operations, including contributions, distributions, and tax reporting for introducing broker-dealers. Ensure strict compliance with IRS, ERISA, and FINRA/SEC regulations while providing high-quality customer support.

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Operations Specialist (Account Transfers) - US Hours/Remote

Apex Fintech Solutions · Full Time · 24 days ago

Apex Fintech Solutions

🌎 Philippines ⭐ 2-5 yrs exp 💼 Others

Responsible for processing account transfers via ACATS and Non-ACATS methods while remediating failures and errors. Ensures compliance, performs supervisory oversight, and addresses client inquiries according to service level agreements.

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Operations Specialist (Investor Communications) - US Hours/Remote

Apex Fintech Solutions · Full Time · 24 days ago

Apex Fintech Solutions

🌎 Philippines ⭐ 2-5 yrs exp 💼 Marketing

Manage the delivery and accuracy of regulatory and non-regulatory investor communications, including trade confirmations and statements. Provide supervisory oversight to ensure all documentation adheres to compliance standards and industry regulations.

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Operations Specialist (Cash Management) - US Hours/Remote

Apex Fintech Solutions · Full Time · 25 days ago

Apex Fintech Solutions

🌎 Philippines ⭐ 0-2 yrs exp 💼 Others

The Operations Specialist is responsible for processing cash and position movements, including wire transfers and ACH transactions. This role involves exception handling, policy adherence, and cross-team communication to ensure timely and accurate transaction processing.

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