Securities Operations Representative II
Onsite – St. Louis, MO
3-month Contract (W2), Weekly Pay (40 hours/week)
Pay Range: $18-20/hour
Desired Start Date: 10/1/2024
Calculated Hire is in search of a Securities Operations Representative II for our Fortune 100 Financial Services company's Asset Movement Group. You will be responsible for the following components:
Job Description:
- Handling a high volume of transactions.
- Handle ACH requests linking brokerage accounts to their bank accounts.
- Communicate with Financial Advisors and their assistants in their branches.
- Perform various operational tasks on complex securities that require general knowledge of unit functions and systems.
- Support securities operations.
- Identify ways to improve the overall process.
- Perform moderately complex duties such as processing, researching inquires and reconciling transactions.
- Review time sensitive documents.
- Receive direction from supervisor and coordinate situations involving other departments.
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
- Interact with internal customers.
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
Required Qualifications:
- 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education.
Top Skills
- Data entry or other administrative processing background
- Operations Experience isa plus
- Financial Systems Experience
- BETA - looking up client info, finding account details
- Smart station - service requests are submitted and flow through.
- Microsoft Office - Outlook, Teams
- Demonstrated ability to work in an office environment.
- Attention to detail - must make sure all the information provided matches the service requests.
- Ability to work fast and adjust on the fly - high paced environment.