Securities Operations Associate I

1 month ago

Atlanta, Georgia, United States FIS Global Full time

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Associate's Degree

Travel Percentage :

1 - 5%

Job Description

GENERAL DUTIES & RESPONSIBILITIES
Common Fund Valuation Specialist


• Process incoming/outgoing transfer request

• Taking proactive measures by calling/email contra-firms or mutual fund companies to complete request

• Follow up for all transfers utilizing internal workflow tools providing clear and concise consistent updates to the end client.

• Workflows must be reviewed daily to assure that we are on track to complete the transfer by the target date assigned.

• Review, research & resolve reconciliation items & blotters daily. No position breaks that exceed 3 days. Position breaks in risk of the 3-day requirement should be escalated to supervisor or manager for assistance.

• Respond to all department emails before end of business day. If the inquiry cannot be satisfied on the day requested, it is expected that you will confirm receipt of the inquiry and provide the sender information on when they can expect resolution.

• Adapt quickly to increased volumes. Organize your day and your activities allowing you to address spikes in volume.

• Respond to leadership communication in a timely manner. This means that it is expected that you will acknowledge an e-mail within 1 hour and a Microsoft Teams Chat within 15 minutes unless at lunch. It is not expected that you can resolve all inquiries in that timeframe, but it is expected that you acknowledge receipt and provide sender information about your course of action.

• Responsible for understanding and performing procedural duties and if an error occurs, the ability to identify where the error occurred in the process.

• Required to participant, ask questions, take notes during all training.


• Ensures all manual trades and deliveries are processed correctly and timely.

• To ensure straight through processing, proactively identifies exceptions that may cause issues with settlement and communicates exceptions to business lines.

• Monitors all workflows and request queues (QForms, Sharepoint, Email) and responds within the defined service level standard.

• On a daily basis, monitors all control accounts for exceptions.

• Reviews and clears all cash exceptions and share reconciliation items.

• Generates trade advices for mailing/emailing to clients.

• Provides monthly, weekly or ad-hoc reports for manager.

• Participates with other team members in reviewing and assessing current practices and procedures.

• Participate in monthly storage procedures for department.

• Other related duties assigned as needed.

EDUCATION REQUIREMENTS
High school diploma or GED. Associate's or Bachelor's degree or the equivalent combination of education, training, or work experience preferable.

GENERAL KNOWLEDGE, SKILLS & ABILITIES

• Proficient in the use of basic office equipment and tools as well as applications specific to trust systems/processes

• Requires strong problem-solving, time management, organizational and data entry skills

• Requires attention to detail and the ability to multi-task and adjust schedules to meet deadlines

• Ability to work in an organized manner

• Ability to maintain confidentiality

• Ability to communicate effectively verbally and in writing

• Team skills, including the ability to establish and maintain effective working relationships with employees, clients and public


FIS JOB LEVEL DESCRIPTION
Developing support role. Basic skills with moderate level of proficiency. Works on assignments that are routine in nature and which follow accepted practice. Normally follows established procedures on assignments and requires general instructions for most assignments. Works under close supervision with little latitude for independent judgment. Consults with senior peers on non-complex projects to learn through experience. Typically requires up to two years of experience in an office environment.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

  • Securities Operations Associate I

    4 weeks ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 1 - 5%Job DescriptionAbout the role:What you will be doing:• Process incoming/outgoing transfer request• Taking proactive measures by calling/email contra-firms or mutual fund companies to complete...

  • Securities Operations Associate I

    4 weeks ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Travel Percentage : 0%Job DescriptionWe are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you are ready to start...

  • Securities Operations Associate I

    4 weeks ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Travel Percentage : 0%Job DescriptionWe are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you are ready to start...

  • Securities Operations Associate I

    2 weeks ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Travel Percentage : 0%Job DescriptionWe are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you are ready to start...

  • Security Associate

    2 weeks ago

    Atlanta, Georgia, United States AMB Sports & Entertainment, LLC Full time

    Position Summary The part-time security associate reports directly to the Security Manager, Blank Family of Businesses, responsible for supporting daily operations for designated corporate components. Roles and Responsibilities Follows security policies and procedures Conducts property patrols Investigates unusual occurrences Authors reports detailing...

  • Securities Operations Associate II

    4 weeks ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 0%Job DescriptionAre you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our...

  • Securities Operations Associate II

    1 month ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 0%Job DescriptionAre you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our...

  • Securities Operations Associate II

    2 weeks ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 0%Job DescriptionAre you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our...

  • Securities Operations Associate Specialist

    3 weeks ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 0%Job DescriptionAs the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company, and person on the planet. Our teams are inclusive and diverse. Our...

  • Securities Operations Associate Specialist

    1 month ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 0%Job DescriptionAre you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our...

  • Securities Operations Associate Specialist

    4 weeks ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 0%Job DescriptionAre you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our...

  • Security Operations Analyst

    2 weeks ago

    Atlanta, Georgia, United States Wiz, Inc. Full time

    SummaryWe're seeking security operators who can provide Wiz employees with a secure-by-design experience, ensuring they can be productive while protecting both our company and our customers. Qualified candidates will have experience in areas like endpoint security, identity and access management, detection and response, vulnerability management, and SaaS...

  • Associate Director of Security

    2 weeks ago

    Atlanta, Georgia, United States GeorgiaGov Full time

    PSM082- Associate Director -MGR 2 Correctional Admin JOB SUMMARY : Directs the operation and administration of a correctional institution or unit. Develops and implements appropriate security and facility policies and procedures. Directs subordinate managers as well as other institutional staff. JOB SPECIFIC DUTIES : Monitors the security and...

  • Research Associate I

    2 weeks ago

    Atlanta, Georgia, United States InsideHigherEd Full time

    Job Title: Research Associate I (CEISMC) Location: Atlanta, Georgia Regular/Temporary: Regular Full/Part Time: Full-Time Job ID: 272254 About Us OverviewGeorgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation....

  • Sr. Security Operations Analyst

    5 days ago

    Atlanta, Georgia, United States WARNERMEDIA Full time

    Welcome to Warner Bros. Discovery... the stuff dreams are made of.Who We Are... When we say, "the stuff dreams are made of," we're not just referring to the world of wizards, dragons and superheroes, or even to the wonders of Planet Earth. Behind WBD's vast portfolio of iconic content and beloved brands, are the storytellers bringing our characters to life,...

  • Securities Operations Associate II-Disbursements

    4 weeks ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 0%Job DescriptionThis role is 100% on-site at the Atlanta officeAre you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues...

  • Securities Operations Associate II-Disbursements

    1 month ago

    Atlanta, Georgia, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate's Degree Travel Percentage : 0%Job DescriptionThis role is 100% on-site at the Atlanta officeAre you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues...

  • Senior Cloud Security Operations Specialist

    2 weeks ago

    Atlanta, Georgia, United States Tik Tok Full time

    Responsibilities TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, London, Paris, Berlin, Dubai, Singapore, Jakarta, Seoul and Tokyo. Why Join UsAt TikTok, our people are humble, intelligent, compassionate and creative. We create to...

  • Operations Associate

    4 weeks ago

    Atlanta, Georgia, United States tapwage Full time

    OverviewWe inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire. Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality home...

  • Operations Associate

    4 weeks ago

    Atlanta, Georgia, United States Sephora Full time

    Job ID: 247530Store Name/Number: GA-Ponce City Market (0696)Address: 650 North Avenue, Space #S104, Atlanta, GA 30308, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Part TimePosition Type: RegularOperations AssociateIt takes a lot of behind-the-scenes effort to make sure our stores have the right products in the right place at...