- Process transactions and conduct research on inquiries related to complex securities.
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- Identify opportunities for process improvements to enhance efficiency and accuracy.
- Review time-sensitive documents with attention to detail and compliance requirements.
- Exercise independent judgment while following established policies and procedures.
- Develop a deep understanding of function-specific policies, procedures, and compliance standards.
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Client Advisor Associate/ Finance Client Representative - SAINT LOUIS, United States - TalentBridge
Description
Client Advisor Associate/ Finance Client RepresentativeLocation – Saint Louis, MO 63103
Contract Role for 3 Months with possible extension.
Work Schedule – Weekdays 1 shift but should be open to work OT
Start - ASAP
Hourly pay - $20/hour
Client – Banking Client
Important Note – 50% Travel is required (Expenses paid by client)
About the Role:
We are seeking an Operational Specialist with a strong understanding of securities operations to support our team. In this role, you will be responsible for a range of tasks related to complex securities, leveraging your general knowledge of unit functions and systems. Your daily tasks will include processing transactions, conducting research for inquiries, and ensuring accurate reconciliation. You'll work closely with supervisors, other departments, and internal customers to deliver high-quality service and resolve issues efficiently. As part of the team, you'll also have the opportunity to identify process improvements and collaborate with colleagues to achieve our goals.
Key Responsibilities:
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