Apex Fintech Solutions

Operations Specialist (Retirements) - US Hours/Remote

Apex Fintech Solutions · Full Time · 4 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 (Corporate Actions) - US Hours/Remote

Apex Fintech Solutions · Full Time · 4 days ago

Apex Fintech Solutions

🌎 Philippines ⭐ 0-2 yrs exp 💼 Others

Responsible for the accurate processing of mandatory and voluntary corporate action events, including dividends, mergers, and stock splits. The role involves reconciling positions against custodian records and communicating event notifications to internal stakeholders and clients.

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Operations Specialist (Account Transfers) - US Hours/Remote

Apex Fintech Solutions · Full Time · 4 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 · 4 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 · 5 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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Operations Specialist (Banking) - US Hours/Remote

Apex Fintech Solutions · Full Time · 5 days ago

Apex Fintech Solutions

🌎 Philippines ⭐ 2-5 yrs exp 💼 Finance

Responsible for the accurate and timely execution of banking transactions, including checks, wire transfers, and ACH processing. The role involves handling transaction exceptions, ensuring regulatory compliance, and collaborating with cross-functional teams to resolve operational issues.

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Compliance Analyst - CIP

Apex Fintech Solutions · Full Time · 2 months ago

Apex Fintech Solutions

🌎 Philippines ⭐ 2-5 yrs exp 💼 Legal

Perform CIP reviews of accounts to ensure compliance with firm policies and the USA PATRIOT Act. Utilize third-party vendors and open sources to research and document negative news on potential clients.

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