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- 6 months min experience in Operations with Financial, Securities, Investment or Brokerage experience, especially brokerage processing
- Financial operations experience is good, security operations experience is great.
- BETA, Smart Station, or other such back office processing systems -ideal NOT REQUIRED
- Call support experience could be helpful – will be supporting internal calls
- Basic Excel experience
- Sit with active team members for a few weeks for training, will participate in the team's day to day.
- Take internal calls from financial advisors and their assistants in the field.
- An individual may take 10-15 calls in a day. Adjusting names from old names to new. Use the BETA back office system. Calls come in a queue that is answered by first person available.
- Process Corporate Actions, including mergers, physical certificates, reverse splits. – WILL TRAIN
Senior Securities Operations Representative Contract St. Louis MO2 months ago - Strategic Staffing Solutions
Description
Senior Securities Operations Representative
St. Louis, MO
Contract – 3 months, possibility to extend
3 days in office MANDATORY / 2 days remote – Parking is provided.
Day to Day:
Job ID: JOB-234615
Publish Date: 26 Mar 2024
Tagged as: Senior Securities Operations Representative