Financial Services Representative

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Financial Operations Representative is responsible for performing specialized operational securities processing activities in support of the firm’s business lines.

This would include activities such as: notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation.

Primary focus is on daily deliverables and execution of defined procedures and analysis while gaining and understanding the “big picture” and how their work impacts the firm. Individuals will have their work thoroughly reviewed and validated by more senior personnel.

• Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents
• Input information into Corporate Action platform for Income and Mandatory Actions
• Identify complex events and communicate to team members.
• Processing of Class Action suits
• Process client instructions through manual entry into the Corporate Actions platform.
• Process agent confirmations through the Corporate Actions platform for communication to clients.
• Written and verbal communication of uninstructed positions to clients on a daily basis.
• Processing of client account profile requests for Corporate Actions.
• Manual entry of payments into the Corporate Actions platform.
• Balancing and reconciling of positions related to corporate action activity.
• Reconciliation of receivables and payables to ensure accurate client cash projections.
• Communication of uninstructed positions via phone call to clients.
• Communicate as part of a team to ensure superior client service.
• Participate in client presentations or calls.
• Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner.
• BA/BS degree or equivalent work experience.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance

• Industries

  Banking, Investment Banking, and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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