Operations Specialist- Trade Settlement (Atlanta, GA)

Lewis James Professional

Operations Specialist- Trade Settlement

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking an Operations Specialist- Trade Settlement for a direct hire opportunity with a financial services client.


  • Complete the daily trade settlement process.
  • Engage with various vendors to assist with trades and trade settlement issues.
  • Troubleshoot issues with clients and vendors to ensure trades are executed appropriately.
  • Identify and properly apply payments to securities in client accounts.
  • Act as a liaison between National Advisors Trust and FIS concerning operations.
  • Reconcile and balance posted transactions.
  • Process check deposits and balance
  • Respond to general customer requests and resolve normal customer processing issues
  • Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position.


  • Financial services background required.
  • Trading / Trading operations experience required.
  • Bank/Trust operations experience preferred.
  • Proficient in Microsoft Office Applications.
  • Excellent verbal and written communication skills.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3696. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_3696. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V