Securities Operations Specialist

A company is looking for a Securities Operations Service Specialist 3. Key Responsibilities Review and process shareholders' check replacement requests Balance and process cash transactions Participate in production improvement efforts and ensure timely completion of departmental work Required Qualifications 2+ years of experience in transfer agent, financial services, accounting, or operations Experience with securities and check handling/balancing/accounting Proficiency in Microsoft Office and Excel spreadsheets Ability to navigate multiple computer systems and applications Solid systems application knowledge (e.g., CEO, DTC, Crystal Reports)

Jun 13, 2025 - 19:20

A company is looking for a Securities Operations Service Specialist 3. Key Responsibilities Review and process shareholders' check replacement requests Balance and process cash transactions Participate in production improvement efforts and ensure timely completion of departmental work Required Qualifications 2+ years of experience in transfer agent, financial services, accounting, or operations Experience with securities and check handling/balancing/accounting Proficiency in Microsoft Office and Excel spreadsheets Ability to navigate multiple computer systems and applications Solid systems application knowledge (e.g., CEO, DTC, Crystal Reports)