Securities Operations Service Specialist - Shareowner Transaction Services (Part-Time)
Full Time
Mendota Heights, MN
Posted
Job description
Management Level
I
EQ by Equiniti is seeking a qualified Shareowner Transaction Specialist to join our team in Mendota Heights, MN.
We need passionate and engaged individuals to help us build a team that can lead EQ to the same success in the US that it has had in the rest of the world.
Business Function
The Shareowner Transaction Specialist will be responsible for completing shareholder transactions for Lost Securities, Ownership Change, Plan DRS and Data Maintenance that have SEC deadlines and Client specific SLA’s.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
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Opening and prepping mail to be imaged into our processing system
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Creating and indexing work items once scanned
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Processing securities transactions
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Assisting with miscellaneous operations duties to meet SLA’s
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Works under minimal supervision following established procedures and exercises some judgement within guidelines to complete transactions
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Performs a variety of operational tasks for complex securities or cash relate transactions that require extensive knowledge of unit functions and systems.
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Differentiating, processing, and reconciling transactions; researching inquiries, reviewing time sensitive and/or complex documents
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Provides back-up to other desks and may provide training to junior level staff
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Maintaining a high level of accuracy despite complex transactions and periods of high volume
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviours:
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Experience in an operational environment
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Prior Transfer Agent or Securities Industries experience
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Ability to multi task and meet deadlines while working in a fast paces, high volume environment
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Experience using SunStar
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Strong attention to detail and accuracy skills
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Ability to navigate multiple computer systems, applications, and utilize search tools to find information
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Excellent verbal, written, and interpersonal communication skills
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Ability to work independently, proactively, innovatively, and creatively while exercising sound judgement
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Proficient use of Microsoft Office, with demonstrated capability in Word and Excel
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Must be able to effectively read, write and speak English
Experience
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3+ years of experience in on or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center.
Education
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High-school Diploma or equivalent
Part-time M-F 4 hour days anytime between 7-5
Equal Opportunity Statement
We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.
Covid Policy
EQ is committed to providing and maintaining a workplace that is free from known health hazards. Employees hired into client facing roles or those requiring business travel, may be required to be vaccinated against COVID depending on client requirements and travel restrictions. All current and future EQ employees are required to adhere to all health, safety and environmental policy and procedure requirements as a condition of employment.
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