Summary from listing
The Securities Services Operations Specialist I supports transactional processing for Wealth Management accounts through trust and/or bond accounting systems. Responsibilities include securities setup and maintenance, transaction processing, trade execution and settlement, foreign currency exchange, valuations, reconciliations, report testing, exception processing, and collaboration with account officers, compliance, audit, and external vendors and brokers. The role requires advanced PC and operating software skills, strong analytical and organizational abilities, complex-problem-solving experience, and knowledge of securities and Wealth Management accounting systems; a bachelor’s degree in Accounting or Finance and 1–4 years of related experience in a high-volume securities operations environment are preferred or equivalent education and experience may be accepted.
