Securities Operations Service Specialist 3

Equiniti; Wisconsin; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Securities Operations Service Specialist for a remote position. The role involves processing shareholder check replacements and balancing cash transactions. Ideal candidates will have 2+ years of relevant experience and strong organizational and communication skills. This position offers competitive pay of $19.00-$20.00 hourly.

Qualifications

• 2+ years of experience in transfer agent, financial services, accounting, or operations.
• Securities experience.
• Check handling/balancing/accounting background required.

Responsibilities

• Review and process shareholders' check replacement requests.
• Balance and process cash transactions.
• Ensure timely processing of daily check files.

Skills

Attention to detail

Microsoft Office

Organizational skills

Communication skills

Cash transaction processing

Tools

Microsoft Excel

CEO

DTC

Crystal Reports

SSP1

Job description

Management Level

***100% Remote

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 US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc.

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. 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.

Role Summary

The Securities Operations Service Specialist is part of the Check Replacement Team and plays a key role in ensuring that shareholders' check replacement requests are completed successfully. Check files are reviewed and process timely.

In this role, the selected candidate will perform a variety of processing tasks or cash related transaction verifications or processes that require working knowledge of unit functions and systems.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

• Review and process shareholders' check replacement requests
• Balance and process cash transactions
• Process daily check files
• Respond to inquiries or requests from other internal teams as appropriate
• Research and resolve exception items as appropriate
• Provides back-up support to other tasks in the team as assigned
• Participates in production improvement efforts
• Ensure the department's work is completed on time and accurately by planning and coordinating the daily activities with other team members in the team

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors:

• 2+ years of experience in one or a combination of the following: transfer agent experience, financial services, accounting, business processing, analytical, or operations
• Securities experience
• Previous check handling/balancing/accounting experience
• Strong attention to detail and accuracy skills
• Microsoft Office skills
• Previous experiences working with excel spreadsheets
• 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
• Have solid systems application knowledge (CEO, DTC, Crystal Reports, SSP1, etc.)
• Ability to use systems/tools to research and problem solve.
• Strong time management skills

Compensation

• $19.00- $20.00 hourly

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.