Financial Services Specialist
2 weeks ago
About the Role
This position is responsible for the trade and settlement processes for all mutual funds and equity securities held in the trust department on our custodian system and on other custodian platforms. The successful candidate will accurately and timely process all mutual funds traded through the system, troubleshoot and reconcile all trading issues and outages, and process short-term trading fees as required.
Key Responsibilities
- Process mutual fund trades and reconcile held-away positions
- Trade and settle equity and debt securities, including corporate actions and CD interest
- Set up security positions and facilitate movement of shareholder service fees
- Provide research and support to the investment team as needed
- Assist with variable note income processing and participate in cross-training
- Perform special projects as assigned
Requirements
- Associate's degree in business or 1-3 years of prior experience in Financial Services or Accounting industry
- Attention to detail and accuracy
- Excellent communication skills, both verbal and written
- Ability to manage time, organize priorities, and multitask with daily interruptions
- Ability to work in a fast-paced environment and adjust priorities based on changing needs and deadlines
- Ability to work independently and within a team setting
About Peoples Bank
Peoples Bank is a growing company with an award-winning culture, dedicated to improving our communities. We offer a comprehensive benefits package, including a 401(k) retirement plan with an employer match, employee stock purchase plan, and education assistance programs. Our associates are accountable for living the culture and values of the organization, ensuring a positive and collaborative work environment.
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