4 дня назад
Invst Operations Securities Specialist
24 - 36$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Invst Operations Securities Specialist (Trust Operations): Processing investment transactions, reconciling account information, and resolving cash transaction discrepancies for trust operations with an accent on securities procedures, client eligibility, and records management. Focus on coordinating with SEI Private Trust Company, researching transaction data, resolving operational issues, and maintaining accuracy across high-volume workflows.
Location: In office at 555 South Flower Street, Los Angeles, California, US 90071
Salary: $24.46–$36.69 per hour
Company
is a financial services institution and a subsidiary of Royal Bank of Canada, serving clients, entrepreneurs, colleagues, and communities.
What you will do
- Act as a liaison between and SEI Private Trust Company.
- Resolve discrepancies related to cash transactions, including incoming and outgoing wire transfers.
- Process investment transactions and reconcile account information.
- Review system records and client agreements to confirm company standards and client eligibility.
- Assign trust account numbers, archive records, and scan documentation into FileNet.
- Provide backup support for other trust operations functions while managing high volumes of work accurately.
Requirements
- At least four years of securities experience, preferably in trust securities.
- At least four years of experience with procedures, practices, and regulations governing trust-securities operations.
- Ability to research and analyze interest and dividend data.
- Ability to interpret documentation and handle difficult situations with investment managers and brokers.
- Excellent verbal and written communication skills, strong accuracy, flexibility, and ability to manage multiple tasks.
Nice to have
- Computer systems experience.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement and internal upskilling and training resources.
- Vacation, sick, and volunteer time benefits.
- Health, family planning, fertility, cancer, diabetes, and musculoskeletal support programs.
- Career mobility support and colleague resource groups.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
7 дней назад
Trust Operations Specialist 2
11 дней назад
Commercial Banker 3
6 дней назад
DoW SkillBridge Fellowship - Assistant Manager, Branch Office (Philadelphia)
34 - 42$
4 дня назад
Deposit Operations Analyst (Digital Banking)
60 000 - 66 000$
6 дней назад
Operation Specialist Sr (Derivatives)
6 дней назад
Branch Banker
49 500 - 82 500$