Securities Services Specialist

Management Level

The team member will be responsible for the day-to-day operational support; duties may include transaction processing, resolving complex customer issues, balancing accounts and verifying accuracy of the transactions processed. Overtime may be required due to peak volumes during certain times of the month.

Performs a variety of operational tasks for complex securities or cash related transactions that require extensive knowledge of unit functions and systems. Duties may include: 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.

Education Requirements

• High School Diploma or equivalent

Experience Requirements

• 3+ years in one or a combination of the following: transfer agent experience, financial services, accounting, business processing, analytical, or operations
• Previous reconciling/balancing experience

Skills and Abilities

• Experience in an operational environment
• Prior Transfer Agent or Securities Industry experience a plus
• Ability to multitask and meet deadlines while working in a fast paced, high-volume environment
• Strong attention to detail and accuracy skills
• Intermediate Microsoft Office 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 judgment. The successful candidate will demonstrate the following experience, skills and behaviors.

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.