trade operations specialist

Augment

<div>
 
 
 Company Overview
 
 
 
 
 
 
 Augment is a software infrastructure company building the Robinhood for private markets. We are creating a modern platform that enables investors to access and trade shares in leading pre-IPO companies.
 
 
 
 
 
 Our core product is an order execution engine that unlocks secondary liquidity, serving high-net-worth individuals, family offices, RIAs, and wealth platforms. By replacing legacy, manual workflows with real-time, technology-driven infrastructure, we are building the execution layer for private markets.
 
 
 
 
 
 
 The Role
 
 
 
 
 
 
 As one of Augment&rsquo;s early operations hires, you will help build and scale the operational infrastructure behind our private markets platform.
 
 
 
 
 
 You will sit at the center of our
 
 Back Office Operations
 
 , supporting the full post-trade lifecycle for our SPVs. This includes fund administration, accounting workflows, investor servicing, and coordination with external partners.
 
 
 
 
 
 This is a hands-on role with real ownership. You will play a key role in identifying operational efficiencies while managing the day-to-day execution that keeps deals, funds, and investors running smoothly. If you thrive in fast-paced environments and enjoy bringing structure to complex financial workflows, we want to meet you.
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 
 
 
 1. Post-trade operations &amp; fund accounting
 
 
 
 
 
 
 
 Day-to-day execution
 
 
 <ul>
 <li>
 Lead back-office workflows including cash reconciliation, funding requests, investor communications, and distributions.
 </li>
 <li>
 Support trade operations by managing SPVs within internal systems, resolving funding issues, and assisting brokers with post-trade requests.
 </li>
 </ul>
 
 
 
 
 
 Audit &amp; tax management
 
 
 <ul>
 <li>
 Coordinate the preparation and delivery of SPV audits and investor K-1s.
 </li>
 <li>
 Work directly with external audit and tax firms to ensure accurate and timely reporting.
 </li>
 </ul>
 
 
 
 
 
 Data accuracy
 
 
 <ul>
 <li>
 Maintain a reliable single source of truth across internal systems.
 </li>
 <li>
 Use advanced Excel and Google Sheets workflows to track allocations, transactions, and fund-level reporting.
 </li>
 </ul>
 
 
 
 
 
 2. Client support &amp; communication
 
 
 
 
 
 
 
 Own the client experience
 
 
 <ul>
 <li>
 Serve as a primary point of contact for existing investors.
 </li>
 <li>
 Provide prompt, professional support across onboarding, funding, and post-investment inquiries.
 </li>
 </ul>
 
 
 
 
 
 Query resolution
 
 
 <ul>
 <li>
 Troubleshoot operational questions using group inboxes and ticketing software.
 </li>
 <li>
 Ensure client requests are handled efficiently and escalated when needed.
 </li>
 </ul>
 
 
 
 
 
 3. External partner management
 
 
 
 
 
 
 
 Strategic liaison
 
 
 <ul>
 <li>
 Act as a bridge between Augment and key external partners including banks, distribution partners, audit firms, and tax providers.
 </li>
 <li>
 Coordinate documentation, reporting, and operational processes across partners to ensure smooth back-office execution.
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 
 Hyper-organized
 
 : You manage multiple moving parts without dropping details
 </li>
 <li>
 
 Financially fluent
 
 : Familiarity with private markets, SPVs, KYC/AML, broker-dealer operations, or trade execution preferred
 </li>
 <li>
 
 Strong communicator
 
 : Clear, concise written and verbal communication
 </li>
 <li>
 
 Tech-comfortable
 
 : Able to navigate internal dashboards, CRMs, and operational systems quickly. Strong Excel or Google Sheets proficiency.
 </li>
 <li>
 
 Process-minded
 
 : You do not just execute tasks, you improve systems
 </li>
 </ul>
 
 
 
 
 
 Skills we love
 
 
 <ul>
 <li>
 Series 99, 7, 63, 65 securities licenses
 </li>
 </ul>
 
 
 
 
 
 Bonus
 
 
 <ul>
 <li>
 Experience at a broker-dealer, investment platform, fintech, or SPV administrator
 </li>
 <li>
 Strong background in fund administration
 </li>
 </ul>
 
 
 
 
 
 Benefits
 
 
 <ul>
 <li>
 Competitive salary
 </li>
 <li>
 Meaningful equity in an early-stage high growth company
 </li>
 <li>
 100% employer-paid medical, dental, and vision coverage for employees
 </li>
 <li>
 Hybrid in Austin.
 </li>
 </ul>
 
 
 
 
 The US base salary and equity range for this role depends on level, experience, and demonstrated responsibility. The total compensation package may also include additional components or benefits depending on the role.
 
 
 
 
 
 
 Join!
 
 
 
 
 
 
 If this sounds exciting, apply here or reach out to our Head of Operations Jake Tunzi directly.
 
</div>

Operations Analyst/Associate, Fund Administration

<div>Educational Qualification:
<ul><li>Bachelor&rsquo;s or Master&rsquo;s degree in business, Finance, Supply Chain, preferably with certifications such as CDCS, CITF, CTFP.
</li></ul>Experience:
<ul><li>8&ndash;12+ years of experience in trade operations, with at least 3&ndash;5 years in a supervisory or managerial role.</li></ul></div>
 <div>Educational Qualification:
<ul><li>Bachelor&rsquo;s or Master&rsquo;s degree in business, Finance, Supply Chain, preferably with certifications such as CDCS, CITF, CTFP.
</li></ul>Experience:
<ul><li>8&ndash;12+ years of experience in trade operations, with at least 3&ndash;5 years in a supervisory or managerial role.</li></ul></div>

Certified Documentary Credit Specialist

ahlibank

<div>
 
 SUMMARY OF ROLE:
 
 
 Provide high-quality front-line support for all corporate trade finance transactions, ensuring accurate document handling, adherence to regulatory and internal policies, and timely communication with clients and internal stakeholders. Act as the main liaison between customers and the trade finance back-office, ensuring smooth processing of guarantees, letters of credit, collections, and other trade-related services.
 
 
 
 KEY RESPONSIBILITIES:
 
 
 
 Trade Document Handling &amp; Verification
 
 
 &bull; Receive physical and electronic trade documents from clients, branches, or courier services.
 
 &bull; Scrutinize and validate the completeness, workability, and authenticity of submitted documents.
 
 &bull; Verify customer signatures, authorities, credit limits, and facility terms prior to submission.
 
 &bull; Review document formats (e.g., LG text, LC terms) and coordinate vetting for non-standard formats with Risk, Legal, and Business Units.
 
 
 
 Customer Support &amp; Coordination
 
 
 &bull; Respond to corporate and SME client inquiries on trade finance matters and resolve issues promptly.
 
 &bull; Communicate discrepancies, missing items, and deviations to customers and follow up for rectification.
 
 &bull; Provide technical advisory on trade finance products, including guarantees, LCs, collections, and shipping documentation.
 
 &bull; Deliver original documents to customers or designated banks after proper verification.
 
 
 
 Compliance &amp; Risk Assurance
 
 
 &bull; Conduct compliance checks including sanctions screening, price monitoring, and vessel tracking.
 
 &bull; Ensure all transactions align with bank policies, regulatory requirements, and AML/CFT guidelines.
 
 &bull; Escalate non-compliance or high-risk cases to appropriate teams.
 
 
 
 Processing &amp; Internal Coordination
 
 
 &bull; Forward/scan documents for digital processing by the back-office team.
 
 &bull; Coordinate closely with Treasury for FX rates, with Credit for limit validation, and with Legal on documentation matters.
 
 &bull; Track submitted documents and maintain records of all transactions sent for processing.
 
 
 
 Reporting &amp; Administrative Support
 
 
 &bull; Maintain accurate logs of documents, discrepancies, follow-ups, approvals, and escalations.
 
 &bull; Assist Business Units with structuring and advisory support on trade finance deals.
 
 &bull; Prepare necessary reports required by management or stakeholders.
 
 
 
 
 Requirements
 
 
 &bull; Omani nationals only
 
 &bull; Bachelor&rsquo;s degree in Business, Finance, or related field.
 
 &bull; Minimum 5 years of experience in trade finance operations.
 
 
 
 
 
</div>

Trade Finance  Representative

<div>Educational Qualification:
<ul><li>Bachelor&rsquo;s or master&rsquo;s degree in business, Finance, Supply Chain, preferably with relevant certifications such as CDCS, CITF, CTFP.
</li></ul>Experience:
<ul><li>8&ndash;12+ years of experience in trade operations, with at least 3&ndash;5 years in a supervisory or managerial role</li></ul></div>
 <div>Educational Qualification:
<ul><li>Bachelor&rsquo;s or master&rsquo;s degree in business, Finance, Supply Chain, preferably with relevant certifications such as CDCS, CITF, CTFP.
</li></ul>Experience:
<ul><li>8&ndash;12+ years of experience in trade operations, with at least 3&ndash;5 years in a supervisory or managerial role</li></ul></div>

Document Scrutiny Specialist

Trade Operations Associate

Allyn International Services, Inc.

Allyn International is in search of a Global Trade Consultant to grow in our Trade Department in either of our 3 locations in the US (Greenville, SC - Fort Myers, FL - Scotia, NY). Allyn is a privately held professional services firm established in 1992. We provide high-quality, customer-centric services and solutions for the global marketplace. Our core products include transportation management, logistics sourcing, freight forwarding, supply chain consulting, tax management, and trade compliance operational support and consulting.
 
What will the Global Trade Consultant do?
 
The Global Trade Consultant is responsible for assisting the department’s day-to-day operations, having an immediate impact on business fulfillment, client relations, and the achievement of long-term departmental goals and objectives. This position works with the Senior Global Trade Consultant and Global Trade Compliance Director to ensure that standard processes and relevant metrics are in place, and are used to improve customer service, reduce or contain costs, and increase the productivity of the department. The Global Trade Consultant has primary responsibility for prompt issue resolution and acting as backup to the Senior Global Trade Consultant on trade matters as requested.
 
Position Details: 
Location: Greenville, SC - Fort Myers, FL - Scotia, NY
 Position/Classification: Full-Time; Salaried, Exempt
 Compensation: Commensurate to experience
 Hours of Work: Regular business hours, Monday-Friday
 Physical Demands: Sitting, typing, carrying, and climbing stairs
 
Allyn International is an Equal Opportunity Employer
 
Benefits: 
Remote work one day a week paid 12 weeks maternity/paternity leave, Medical, dental, vision, basic life (paid for by Allyn), voluntary life, STD (paid for by Allyn), LTD, 401k with Company Match, Paid Vacation, Paid Sick Time, Paid Holidays, tuition reimbursement, and more!
 
Required Experience and Education: 
<ul>
<li>Must currently hold or is pending a US Customs Broker License certification. Documentation of passing the US Customs Broker License examination required</li>
<li>Bachelor’s or equivalent college degree</li>
<li>Three year minimum of relevant work experience</li>
</ul>
Ideal Candidate Skills: 
<ul>
<li>Bilingual preferred, English required</li>
<li>Issue resolution experience</li>
<li>Microsoft Word, Excel, Outlook, Access (advanced skills)</li>
<li>Detail oriented with excellent oral and written communication skills</li>
<li>Problem solving skills</li>
<li>Planning and organizational skills</li>
<li>Data analysis skills</li>
<li>Presentation skills</li>
<li>Excellent customer service</li>
<li>Hardworking, dependable, reliable, dedicated, committed</li>
<li>Excellent procedure documentation</li>
<li>Positive attitude</li>
<li>Proactively takes initiative and seeks opportunities for process improvement</li>
<li>Must be able to work independently and meet deadlines</li>
</ul>
Responsibilities: 
<ul>
<li>Assist in managing escalations</li>
<li>Provide consultation on customs issues and provide timely feedback to clients</li>
<li>Prepare and execute training for internal team members or external customers / suppliers</li>
<li>Act as back up to the Senior Global Trade Consultant on trade matters as requested</li>
<li>Facilitate prompt issue resolution and oversee issue resolution within department. Timely forward suggested corrective actions or issues needing additional attention to the Senior Global Trade Consultant and Global Trade Compliance Director</li>
<li>Run standard reports and metrics on a regular basis. Analyze and review findings with Senior Global Trade Consultant and Global Trade Compliance Director</li>
<li>Ensure client satisfaction</li>
<li>Exhibit Allyn core values</li>
<li>Manage IT projects and special projects</li>
<li>Travel to client locations as needed</li>
<li>Participate in sales, marketing and business development included but not limited to cold calls and sales trips</li>
<li>Participate in writing publications and articles as well as obtaining articles from team members.</li>
<li>Assist Senior Global Trade Consultant and Global Trade Compliance Director in providing creative and informative content for corporate marketing campaigns</li>
<li>Provide guidance and issue resolution to peers and direct reports</li>
<li>Provide leadership support to a small team of 1-2 direct reports including administrative responsibilities</li>
<li>Act as primary account/client lead for specified clients or functions</li>
</ul>
Additional Notes
 Capable of domestic and international travel; proper travel documentation required. Available to work flexible and on-call hours to include weekends/holiday hours when necessary.
 
Our clients range from small local businesses to Fortune 500 firms in industry sectors such as power generation and renewable energy, road construction equipment, electronics, industrial materials, heavy-duty trucks, mining and drilling equipment, oil and gas, modular building, medical equipment, not for profit, and US government. Allyn conducts business in over twenty different languages and has extensive experience in both developed and emerging markets. Our highly trained experts are located throughout North America, South America, Europe, and Asia. Allyn has regional headquarters in Fort Myers, FL USA, Shanghai P.R. China, and Prague, Czech Republic.
 
Allyn offers a team environment, competitive benefits and ongoing training, and support for our team members. If you are in alignment with our corporate values of focused growth, well-being, enjoyment, contribution, excellence, creativity, prosperity, and integrity, and while valuing professionalism and teamwork - now is the time for you to accelerate your career and join the Allyn team. Apply today or refer a qualified friend!
 
Please only accept recruitment messages for Allyn International from the domain '@allynintl.com'. Emails received from other domains should be treated as inaccurate or fraudulent.

Global Trade Consultant

First Abu Dhabi Bank (FAB)

<div>
 
 
 JOB PURPOSE:
 
 
 
 Process daily transactions related to Trade Finance Back Office smoothly, efficiently and effectively as per agreed SoD matrix agreed by line manager. In addition, to ensure all transactions approved through Middle Office prior processing.
 
 
 
 
 
 
 KEY ACCOUNTABILITIES:
 
 
 
 
 Generic Accountability
 
 
 <ul>
 <li>
 To resolve operational issues promptly and comply with escalation procedures so as to effectively reduce exposure and control risks.
 </li>
 <li>
 To ensure that the daily processing and reporting functions and procedures are performed accurately and promptly complying with internal and external controls and other relevant regulatory directives escalating any issues to the section head immediately.
 </li>
 </ul>
 
 
 Job Specific Accountability
 
 
 <ul>
 <li>
 Support Back-Office in origination and execution of trade transactions.
 </li>
 <li>
 Close co-operation with Middle Office teams and Other LOBs (Compliance, Legal, Risks&hellip;) in connection with all Back office operational issues.
 </li>
 <li>
 Ensure adherence to Sanctions compliance, Anti Money Laundering and any local regulations.
 </li>
 <li>
 To build strong working relationships with Business counterparts, Support Services and to maximize co-operation for effective results.
 </li>
 <li>
 To work closely with the Section Head to ensure that the operations objectives and initiatives are met and the operational problems are resolved promptly and effectively.
 </li>
 <li>
 To continuously challenge processing, execution based on day-to-day experience to maximize automation opportunities whenever possible to improve workflows and cost efficiencies and reduce operational risks
 </li>
 <li>
 To serve as backup to team members when the need arises.
 </li>
 </ul>
 
 
 
 
 
 Specific Accountability
 
 
 <ul>
 <li>
 Ensure that the parameters laid down in the Bank&rsquo;s operations manual, local laws, Bank Policies and Central Bank of Oman and UAE requirements are strictly complied with.
 </li>
 <li>
 Adequate technical trade knowledge and familiar with UCP600, ISBP, ISP 98, URC522, URR 525. Request for clearance for issue/establish guarantees and letters of credit from the credit department
 </li>
 <li>
 Ensure posting for all trade finance vouchers in accordance with the bank&rsquo;s policies and procedures
 </li>
 <li>
 Provide support and assistance to Regional Branches in Oman and liaise between regional branches, departments HO and other departments in Oman/Abu Dhabi.
 </li>
 <li>
 Handle and resolve customer claims and queries received through Middle Office expediently.
 </li>
 <li>
 Facilitate the day-to-day operations by preparing vouchers/reports and various GL accounts
 </li>
 <li>
 Improve operational efficiency by analyzing existing work methods and developing upon them
 </li>
 <li>
 Review &amp; assist in revising the existing processes/procedure from time to time
 </li>
 <li>
 Perform Balancing of GLs assigned or whenever is required.
 </li>
 <li>
 Handle all correspondences related to Trade Finance operations, review and rectify discrepancies in reports, balance sheet and other related financial reports
 </li>
 <li>
 Liaise with internal and external auditors and CBO examiners
 </li>
 <li>
 Provide continuous suggestions / feedback to improve efficiency and to provide cost-effective solutions
 </li>
 <li>
 Maintain all required reports and ensure all reports required are prepared and checked within the time.
 </li>
 <li>
 Ensure CBO/Head Office returns report are sent on time.
 </li>
 <li>
 Help in developing reports that related to TFO within the system capability and beyond using excel sheet whenever is required. Analyze all other weaknesses that exist and work to resolve them gradually.
 </li>
 <li>
 Report all un-usual incidents to line manager/Manager Operations/Head of Operations whenever is happened.
 </li>
 <li>
 Handle inward correspondences related to the Trade Finance operations, review, and rectify discrepancies in reports, balance sheet and other related financial reports.
 </li>
 </ul>
 
 
 
 
 
 QUALIFICATIONS &amp; EXPERIENCE:
 
 
 
 
 Minimum Qualification
 
 
 <ul>
 <li>
 Diploma/degree in Banking and Finance or related discipline.
 </li>
 </ul>
 
 
 Minimum Experience
 
 
 <ul>
 <li>
 In-depth knowledge of trade products (L/Cs, SBLCs, guarantees, etc.) with minimum five years of proven experience.
 </li>
 <li>
 Familiarity with AML/compliance methodologies and tools.
 </li>
 <li>
 Ability to spot, understand and solve issues, develop and recommend alternatives or solutions.
 </li>
 <li>
 Ability to escalate in an adequate manner.
 </li>
 <li>
 Good interpersonal skills including ability to establish and maintain good working relationships both internally and externally.
 </li>
 <li>
 Administrative, organizational and time management skills.
 </li>
 <li>
 Above average written and verbal communication skills
 </li>
 </ul>
</div>

Officer Trade Finance Operations

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