Securities Services Specialist

Equiniti

2d

About The Position

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. Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.

Requirements

• High School Diploma or equivalent
• 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
• 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

Nice To Haves

• Experience in an operational environment
• Prior Transfer Agent or Securities Industry experience a plus

Responsibilities

• Transaction processing
• Resolving complex customer issues
• Balancing accounts
• Verifying accuracy of the transactions processed
• Differentiating, processing, and reconciling transactions
• Researching inquiries
• Resolving customer complaints
• Reviewing time sensitive and/or complex documents
• Creating or revising departmental procedures
• Coordinating situations involving multiple departments
• Providing department level reporting using multiple sources
• Providing training or work direction to junior level staff
• Providing back-up to other desks

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees