Investment Operations Securities Specialist (New Accounts / Account Maintenance)

Location: In office at 555 South Flower Street, Los Angeles, California, US 90071

Salary: $24.46–$36.69 per hour

Company

hirify.global is a financial services institution and a subsidiary of Royal Bank of Canada, serving clients, colleagues, and communities through banking and wealth management services.

What you will do

• Act as a liaison with SEI Private Trust Company and National Financial Services.
• Resolve problems and discrepancies related to new accounts and account updates.
• Review system records and client agreements to verify standards and client eligibility.
• Assign Trust account numbers and archive records according to retention guidelines.
• Sort, deliver, scan, and organize incoming mail, Trust checks, and account documentation.
• Provide backup support for other Wealth Management Operations and Servicing functions.

Requirements

• At least 1 year of experience in a financial services organization.
• At least 1 year of experience using Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
• Ability to interpret documentation and apply procedures, practices, and regulations.
• Strong verbal and written communication skills.
• Ability to manage a high volume of multiple tasks while maintaining accuracy.
• Ability to verify information, manage risk, and resolve issues using account records and online systems.

Nice to have

• Experience in investment management or a trust environment.
• Experience in financial services operations.
• Bachelor’s degree or equivalent experience.

Culture & Benefits

• Medical, dental, and vision coverage available from the first day of the month following the start date.
• Company-matching 401(k) contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time benefits.
• Specialized health and family planning benefits, including fertility and chronic-condition support programs.
• Career mobility support and colleague resource groups.