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- 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
- Experience in an operational environment
- Prior Transfer Agent or Securities Industries experience a plus
- Ability to multi task and meet deadlines while working in a fast paces, high volume environment
- Strong attention to detail and accuracy skills
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Excellent verbal, written, and interpersonal communication skills
- Ability to work independently, proactively, innovatively, and creatively while exercising sound judgement
- Proficient use of Microsoft Office, with demonstrated capability in Word and Excel
- 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.
- High-school Diploma or equivalent
- $20.00 per hour
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Securities Operations Service Specialist - Mendota Heights, United States - Equiniti
Description
Job/Project description: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., Astrella Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at:
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.
Business Function
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.
Core Duties/Responsibilities
This is a part-time, hybrid role with an average of 3 days onsite
The successful candidate will be responsible for the following:
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviors:
Experience
Education
Compensation
Part-time M-F 4 hour days anytime between 7-5
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
