Axos is seeking an Analyst, Operations who will be part of an operational team that supports our clients. They help our clients grow by completing daily workloads in an accurate and timely manner. The Analyst will demonstrate the ability to support one or more of the following functions: New Accounts, Income Processing, Transfers-In, Transfers-Out, Statements, Cash Management/Treasury, Financial Control, Settlements and Trading. Other responsibilities may arise as part of our ever-evolving work environment.
Responsibilities
- Review Documentation and process requests
- Analyze information to ensure high level quality
- Interface with a variety of systems and departments to resolve tasks
- Take initiative to identify and implement opportunities for process improvement
Qualifications
- HS Diploma
- 1-2 years’ experience in financial services industry
About the company
Company website•Banking
About Axos Advisor Services
At Axos Advisor Services, we empower RIAs to build their businesses on their terms with personalized service, flexible technology, and a true commitment to advisor independence. With decades of experience serving the RIA community, we deliver a platform with 90+ integrations, dedicated support teams who know your business, and integrated cash management solutions—all while staying true to our promise not to compete with the advisors we serve.
Want to shape the future of financial services with us? Explore our open roles here: https://www.axosbank.com/careers