Financial Securities Operations Specialist

job
  • Calculated Hire
Job Summary
Location
Minneapolis ,MN
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
15 Nov 2024
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Job Description

Securities Operations Representative - Oil, Gas, and Real Estate

Onsite - Minneapolis, MN

Shift: Monday - Friday 7:00AM - 3:30PM

3-month Contract (W2), Weekly Pay (40 hours/week)

Pay Rate: $23.50/hr.


Calculated Hire is in search of a Securities Operations Representative - Oil, Gas, and Real Estate for our Fortune 100 Financial Services company. You will be responsible for the following components:


In this role, you will:

  • Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
  • Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-risk tasks and deliverables with narrower impact
  • Receive direction from manager and exercise judgement within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
  • Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
  • Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledge reconciliation
  • Assist in gathering data to support resolution of issues; review and analyze functions operational task that require research and evaluation
  • Resolve low complexity escalated issues within the scope of responsibility in Security Operations
  • Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
  • Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
  • Contribute to implementation to projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies



Required Qualifications, US:

  • 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 6+ months of Accounts Receivable and Accounts Payable experience
  • Strong attention to detail and accuracy skills
  • Ability to navigate multiple computer systems, applications, and utilizing search tools to find information
  • Ability to research and report on variety of issues and possess solid problem-solving skills
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgement
  • 6+ months of trust operations experience
  • Understanding of trust products and specialty assets related to oil, gas, mineral, real estate or insurance assets
  • Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems)
  • Excellent verbal, written, and interpersonal communication skills
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