Securities Services Specialist

Equiniti

11d•$21 - $22•Remote

About The Position

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 is a fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. 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. About EQ Shareholder Services Equiniti is undergoing a bold transformation, powered by a dynamic, newly formed leadership team that began their journey in 2025. This Leadership team is steering EQ into the future by leveraging state-of-the-art technology and data-driven strategies to drive customer satisfaction and unlock new growth opportunities. EQ is not just supporting organizations – EQ is revolutionizing how it engages with shareholders and manage their corporate lifecycle. From energizing shareholder engagement and streamlining stock registers to facilitating seamless ownership transfers, dynamic shareholder meetings and efficient dividend payments, EQ is the backbone of global equity administration. But that’s just the beginning. EQ’s mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before. EQ is leading the charge in dematerialization, empowering issuers and shareholder to embrace a digital-first experience. The acquisition of Notified has supercharged the organization’s capabilities in investor relations and communications, making EQ the only global technology partner dedicated to both public relations and investor relations solutions. EQ’s commitment to agility and a #ClientObessedApproach means they act fast, deliver exceptional service and always put their clients first.

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
Experience in an operational environment
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

Prior Transfer Agent or Securities Industry experience a plus

Responsibilities

Transaction processing
Resolving complex customer issues
Balancing 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.
Overtime may be required due to peak volumes during certain times of the month.