Financial Services Investment Specialist
4 weeks ago
Financial Services Investment Specialist
W2 only
12 Months
The Securities Processing Operations Specialist executes routine transactions with general supervision referring the most complex and risk related transactions to management. Detailed oriented, will be responsible for retrieving, counting, verifying, filing, and acknowledging physical certificate details in Access Database. Able to assess discrepancies, problems and gather information that must be escalated. Performs other miscellaneous job related duties as needed. Responsible for supporting the department adherence to AML/BSA policies and procedures set forth by various regulatory bodies.
Responsibilities:
Execute routine transactions with general supervision, referring the most complex and risk related transactions to management
Retrieve, count, verify, file, and acknowledge physical certificate details in Access Database
Assess discrepancies, problems and gather information that must be escalated
Perform other miscellaneous job related duties as needed
Support the department adherence to AML/BSA policies and procedures set forth by various regulatory bodies
Qualifications:
Bachelor's degree in Finance, Business Administration, or related field
5+ years of experience in the financial services industry
Strong understanding of securities processing operations
Excellent written and verbal communication skills
Ability to work independently and as part of a team
Strong analytical and problem-solving skills
Proficiency in Microsoft Office Suite
To apply for this position, please click apply or send resume and cover letter to kim@kwstaffingsolutions.com
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