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Securities Operations Representative

2 months ago

st louis, United States Calculated Hire Full time

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.