Securities Operations Specialist

Operations Specialist is responsible for the following:

• Processing of securities, account and securities updates
• Resolving cash and position discrepancies
• Account maintenance
• Transaction processing

In addition to the core tasks above, the Specialist is responsible for examining and executing client and internal instructions, performing regularly scheduled maintenance and transactions processing, and ensuring the overall quality and timeliness of work processed. He/she is required to effectively execute critical controls to mitigate risk and exposure while ensuring compliance with all regulatory and department policies and procedures. The position requires daily communication with clients, their shareholders, brokers, attorneys, portfolio managers, and operational personnel. The specialist is expected to diagnose and resolve moderately complex issues as well as demonstating an understanding of the downstream impact associated with operational workflow. He/she is expected to particiate in client conversation and other project related activities as necesary.Qualifications:

• Bachelor’s degree preferred or equivalent work experience
• 2-4 years of related business experience
• Experience in securities, trust or brokerage operations is a must
• Knowledge of shareholder accounting software such as TranStar or StockTrack is a plus
• Excellent client service skills and values
• Excellent verbal communication skills and attention to detail
• Strong analytical, organizational and time management skills
• Abilitity to research and resolve complex issues
• Sound decision-making abilities
• Self starter
• Receptive to detail and frequest performance feedback
• Proven record of dependability
• Ability to work in fast-paced, high intensity environment
• Strong written and communication and phone skills
• Overtime may be required during periods of high volume
• Strong working knowledge of Microsoft applications, specifically Outlook and Excel
• Salary commensurate with experience

Job Type: Full-time

Required education:

• Bachelor’s

Required experience:

• related: 2 years