Jobs at Apex Fintech Solutions

The Senior SOC Analyst monitors and investigates security incidents, manages vulnerabilities, analyzes security data, and leads investigations to improve security posture.

Processes cost basis and tax reporting data, researches and resolves investment account reconciliation breaks and processing exceptions, analyzes trends, communicates results, and supports process and software usability improvements. Requires strong analytical and communication skills, relevant experience, and completion of SIE and FINRA Series 99 examinations.

Manage full lifecycle of retirement accounts including contributions, rollovers, conversions, distributions, RMDs, and tax reporting. Support Form 1099-R and 5498 filing, resolve reporting discrepancies, maintain compliance with IRC/ERISA/FINRA/SEC, handle customer inquiries, and drive process improvements to reduce risk and increase efficiency.