Financial Services Representative

HireTalent - Staffing & Recruiting Firm

Boston (MA)

On-site

USD 80,000 - 180,000

Part time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading company in staffing seeks a Talent Discovery Specialist to perform operational securities processing activities. This entry-level role involves managing client instructions, balancing accounts, and ensuring superior client service. Ideal candidates will possess a BA/BS degree and strong verbal and written communication skills. Comprehensive benefits include medical insurance and a 401(k).

Qualifications

Entry level position focused on finance.
Ability to process transactions in a timely and accurate manner.
Demonstrated ability to identify, escalate, and resolve problems.

Responsibilities

Process client instructions through manual entry.
Scrub announcements from market data vendors.
Reconcile receivables and payables for accurate cash projections.

Skills

Organizational skills

Detail-oriented

Effective verbal and written skills

PC skills

Education

BA/BS degree or equivalent work experience

Job description

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Talent Discovery Specialist at HireTalent - Diversity Staffing & Recruiting Firm

Job Description:

A Financial Service Representative is responsible for performing specialized operational securities processing activities in support of the firm’s business lines.

This would include activities such as: notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation.

Primary focus is on daily deliverables and execution of defined procedures and analysis while gaining and understanding the “big picture” and how their work impacts the firm. Individuals will have their work thoroughly reviewed and validated by more senior personnel.

Scrubbing Announcements from Market Data Vendors, Company Information, Depositories, and Agents
Input information into the Corporate Action platform for Income and Mandatory Actions
Identify complex events and communicate to team members.
Processing of Class Action suits
Process client instructions through manual entry into the Corporate Actions platform.
Process agent confirmations through the Corporate Actions platform for communication to clients.
Written and verbal communication of uninstructed positions to clients daily.
Processing of client account profile requests for Corporate Actions.
Manual entry of payments into the Corporate Actions platform.
Balancing and reconciling of positions related to corporate action activity.
Reconciliation of receivables and payables to ensure accurate client cash projections.
Communication of uninstructed positions via phone call to clients.
Communicate as part of a team to ensure superior client service.
Participate in client presentations or calls.
BA/BS degree or equivalent work experience.
Demonstrated PC skills. Ability to identify, escalate, and resolve a problem.
Ability to communicate professionally through effective verbal and written skills.
Organizational skills and detail-oriented.
Ability to process transactions timely and accurate manner.