Statements & Confirms Product Specialist I St. Petersburg, FL
Core
An individual contributor specializing in financial services operations, managing the production, accuracy, and regulatory compliance of client statements and trade confirmations for a securities firm.
Role type
Financial Services Operations Specialist (Statements & Confirmations)
Builds
Accurate client statements and trade confirmations for Raymond James
Domain
Financial Services / Securities Industry / Back Office Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial markets and products knowledge, Banking and finance principles, Data testing concepts, Business case analysis, Regulatory compliance knowledge, Risk management, Data integrity verification, Functional testing, UAT coordination, Process improvement, Stakeholder collaboration
Preferred skills
Fundamental investment concepts, Intermediate business case analysis, Formal data testing concepts, Client relationship management, Numerical analysis
Technologies
Data management systems, Standard office software, Email/Chat/Social media tools, Reporting systems
Responsibilities
Produce and deliver accurate statements and trade confirmations meeting regulatory requirements, Research and resolve complex issues regarding statement formats and data, Lead functional testing and User Acceptance Testing (UAT) for statement applications, Coordinate cross-departmental efforts to implement data changes and reduce risk, Manage production processes including quality assurance and business continuity planning, Analyze data trends to support decision-making and report generation
Seniority
Individual Contributor, Intermediate to Senior level