- Opening and prepping mail to be imaged into our processing system
- Creating and indexing work items once scanned
- Processing securities transactions
- Assisting with miscellaneous operations duties to meet SLA's
- Works under minimal supervision following established procedures and exercises some judgement within guidelines to complete transactions
- Performs a variety of operational tasks for complex securities or cash relate transactions that require extensive knowledge of unit functions and systems.
- Differentiating, processing, and reconciling transactions; researching inquiries, reviewing time sensitive and/or complex documents
- Provides back-up to other desks and may provide training to junior level staff
- Maintaining a high level of accuracy despite complex transactions and periods of high volume
- High School
- 3+ years of experience in on or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center.
- Experience in an operational environment
- Prior Transfer Agent or Securities Industries experience
- Ability to multi task and meet deadlines while working in a fast paces, high volume environment
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Securities Operations Service Specialist - Mendota Heights, United States - Equiniti
Description
Management Level
IEQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 million people in 120 countries. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. In December 2021 EQ formally moved into private ownership by affiliates of Siris Group Capital, LLC.
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., Astrella Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at:
EQ is seeking a qualified Shareowner Transaction Specialist to join our team in Mendota Heights, MN.
We need passionate and engaged individuals to help us build a team that can lead EQ to the same success in the US that it has had in the rest of the world. The Shareowner Transaction Specialist will be responsible for completing shareholder transactions for Lost Securities, Ownership Change, Plan DRS and Data Maintenance that have SEC deadlines and Client specific SLA's.
***This is a temp-to-perm role based onsite in our Mendota Heights office***
Essential Functions/Responsibilities
Education Requirements
Experience Requirements
Skills and Abilities
Pay: Up to $21.00/hour
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.
