Responsible for operational support and processing for various types of securities, alternative investments and mutual funds. Performs various securities operational tasks, including maintenance of the asset master file, pricing of assets, etc. Ensures requests are completed timely, accurately and in compliance with standard policies. Ensures quality service and effective securities operations activities for all supported internal and external customers. Adheres to corporate policies and procedures and complies with applicable laws and regulations.
Basic Qualifications - High school diploma or equivalent - Three to four years of combined experience in accounting and financial transactions and customer service activities OR - Bachelor's degree - Less than two years of finance or equivalent experience
Preferred Skills/Experience - Thorough knowledge of trust and securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s) - Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic work environment - Strong analytical, problem-solving, decision-making, and organizational skills - Strong customer relation skills, interpersonal, and verbal and written communication skills - Must be able to work in a team environment - Thorough understanding of regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients - Proficient computer skills, including Microsoft Office applications Associated topics: canine detection, casino, countermeasure, explosive detection, protection, safety officer, safety report, school, unarmed, university
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.