Our Client Currently looking for Securities Operations Associate

In this role, you will:

• Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
• Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact
• Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
• Resolve low complexity escalated issues within the scope of responsibility in Security Operations
• Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies

Required Qualifications:

• 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6+ months of fiduciary, charitable, and/or information tax return preparation experience
• 6+ months experience using SEI Trust 3000
• Knowledge of estate, gift, and Generation-Skipping Transfer Tax (GSTT)
• Understanding of US state trust taxation issues for a national financial institution
• Effective problem solving, decision-making, organizational, multi-tasking, and prioritization skills
• Ability to work independently, proactively, innovatively, and creatively while expressing sound judgement
• Ability to work in a fast-paced, deadline driven environment
• Excellent verbal, written and interpersonal communication skills
• A BS/BA degree or higher in accounting, finance, or another business-related field
• Comfortability with Microsoft Office Suite

• Are you interested in this position?

   

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