Senior Securities Operations Service

Role Overview

• Reviewing time sensitive/complex shareholder and client documents before processing
• Ensure data is accurate before processed into the system
• May provide training or work direction to junior level staff
• Provides back-up for other operations teams as needed
• May include overtime hours, as needed, when volume increases
• Monday
• Friday, 8:00 am
• 4:30 pm hours

Requirements

• 3+ years of experience in one or a combination in customer service, operations, financial services, accounting, business processing, analytical, financial or clerical
• Securities experience
• Strong attention to detail and accuracy skills
• Ability to stand for long periods of time
• 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
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment