Securities Operations Service Specialist 3

Management Level

***Remote role but must be located near Mendota Heights, MN
***Training on-site at Mendota Heights office

***Temporary assignment until December 2024--may end sooner or extend

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., Astrella Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at: www.equiniti.com/us

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

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. The Securities Services Specialist will be responsible for performing a variety of share and cash reconciling tasks.

Essential Functions/Responsibilities

• Review, research, and balance share and cash activities daily
• Report out exceptions and escalations as appropriate to operation teams daily, weekly, and monthly
• Work with operations teams to resolve exception items as appropriate
• Ensure the department’s work is completed on time and accurately by planning and coordinating the daily tasks with other team members in the team
• Works under minimal supervision following established procedures and exercises some judgement within guidelines to complete tasks
• Maintain a high level of accuracy despite complex tasks and periods of high volume
• Understands the basics of reconciling: Importance of documentation, the escalation policy, not refreshing dates on reopened items, etc.
• Provides back-up to other desks as assign

Education Requirements

• High School

Experience Requirements

• 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.

Skills and Abilities

• Experience in an operational environment
• Prior Transfer Agent or Securities Industries experience
• Intermediate to advance Microsoft Office skills
• Accounting skills highly desirable
• Prior reconciling/balancing experiences
• Ability to multi-task and meet deadlines while working in a fast pace, high volume environment

Compensation: $17.00 - $19.00 hourly

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.