Qualifications:

High School Diploma or equivalent.

1 year of experience in customer service, operations, financial services or business processing.

Strong attention to detail and accuracy.

Good verbal, written and interpersonal communication skills.

Preferred

High School Diploma or equivalent

1 years of experience in customer service, operations, financial services, or business processing preferred

Strong attention to detail and accuracy

Strong typing and 10 key skills is required.

Good verbal, written, and interpersonal communication skills

Effective organizational, multi-tasking skills

Ability to work independently while exercising sound judgement

Ability to comprehend moderate operational processes and their interrelationship

Team player with strong interpersonal skills and adaptability

Self-starter with ability to follow request through resolution

Basic proficiency with key MS Office programs (Word, Excel, Outlook, OneNote, Teams)

Nice to Have

Trust & Custody operations experience a plus

Experience with industry tools such as SEI T3000, DTCC, International Custodial Services, NSCC, etc. a plus

Knowledge of DTC (depository trust company), Fedwire securities products and services, and non-depository securities processing a plus

Responsibilities:

Performs a variety of operational tasks for moderately complex securities or cash related transactions or processes that require general knowledge of unit functions and systems.

Duties may include: differentiating, processing and reconciling transactions; researching inquires; resolving customer complaints; reviewing time sensitive and/or less complex to moderately complex documents; revising departmental procedures.

Coordinates situations that involve other departments.

Has moderate customer contact; works under moderate to minimal supervision.

Day to day processing.

Risk management and compliance.

Maintenance and Set up