Job details

Jr. Analyst, Operations - job 1 of 2

Job Summary and Opportunity:

This is an exciting opportunity to jump start your career in the financial industry. The Junior Associate role is an entry-level position within Axos Securities. The Junior Associate provides broad support to the Axos Advisor Services department through an array of responsibilities. Have the opportunity to learn and develop under experienced leadership with opportunities to advance in your career!

Hiring Now for Multiple Openings!

The targeted compensation is $21.00-23.00/Hr, commensurate with your skills and experience. This role is eligible for a bonus, based on your individual performance. Axos offers full benefits that includes 3 weeks’ vacation accrual, paid sick leave, along with the NYSE observed holidays.

Responsibilities:

Process outgoing distributions via check/wire/ACH and internal transfers
Set up and maintenance systematic distributions and contributions
Process RMDs and death distributions
Process incoming and outgoing wires and ACHs
Work with intermediary bank relationships
Reconcile daily and monthly cash activity
Process incoming check/wire/ACH deposits to client accounts
Balance and reconcile daily posting activity
Other duties as assigned

Requirements:

Bachelor's degree
Ability to manage multiple and/or shifting priorities, and produce professional and accurate work product, under time constraints
Quick learner with strong attention to detail
Excellent oral and written communication skills
Excellent interpersonal skills with ability to work across all levels of management
Advanced computer skills including all MS Office systems
Highly-motivated, with a strong work ethic and the ability to work both independently and in a group environment

Preferred:

Familiarity with financial services industry and various account types
Experience with rules and regulations governing bank and brokerage accounts

Axos Employee Benefits Include:

Compensation for this position includes a Semi-Annual Bonus Plan
3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to Self-Directed Trading

APPLY DIRECTLY FOR CONSIDERATION:

Axos Clearing is a leading correspondent clearing firm serving independent broker-dealers in the retail, active-trading, and institutional markets. Axos Clearing also offers flexible custody solutions for Registered Investment Advisers (RIA) and is a subsidiary of Axos Financial publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.

Learn more about working here!

Pre-Employment Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

#LI-Onsite

#AxosClearing

By Axos Bank

We challenge the status quo by liberating you from the constraints of traditional banking. With technology-driven financial services that evolve to meet your needs, we help you stay ahead in life and business.

34 jobs

FUNDING

Public

SENIORITY LEVEL REQUIREMENT

Early

INDUSTRY

Banking & Lending

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in San Diego, CA

DATE POSTED