Financial Transactions Processor

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., Astrella Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at: www.equiniti.com/us

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

***This will be a temp-to-perm role with a hybrid work schedule, based at our office in Mendota Heights, MN

The Securities Services Specialist will be assigned a portfolio of companies and will be responsible for the day-to-day processing and balancing of the corporate action events for each company in the portfolio. The team member will be required to gain a thorough understanding of all requirements associated with corporate action processing activities and the interrelated functions of other Shareowner Services departments that are involved in the process.

Responsibilities

• Processing transactions & resolving complex customer issues that are associated with the corporate actions process.
• Ensuring shares and cash are in balance, balancing corporate action bank accounts and verifying accuracy of the transactions processed.
• Performs a variety of operational tasks for complex securities or cash related transactions that require extensive knowledge of unit functions and systems.
• Differentiating, processing, and reconciling transactions; researching inquiries; resolving customer complaints; reviewing time sensitive and/or complex documents; creating or revising departmental procedures.
• Coordinates situations involving multiple departments.
• May provide department level reporting using multiple sources.
• May provide training or work direction to junior level staff.
• Provides back-up to other desks.
• May have extensive customer contact; works under minimal supervision.
• Maintaining a high level of accuracy despite complex transactions and periods of high volume.

Experience Requirements

• 3+ years of experience in on or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center.
• Experience in an operational environment.
• Prior Transfer Agent or Securities Industries experience preferred
• Ability to multitask and meet deadlines while working in a fast-pace, high volume environment.
• Strong attention to detail and accuracy skills.
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgement.
• Proficient use of Microsoft Office, with demonstrated capability in Word and Excel.
• Must be able to effectively read, write and speak English.
• May be required to work overtime during periods of high volume.

Education Requirements

• High School Diploma/GED

Compensation: $21.00 hourly

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks