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Securities Operations Specialist

7/18/2025

Remote

Job Summary

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 provide backup support to team tasks
Required Qualifications
  • 2+ years of experience in transfer agent, financial services, accounting, or operations
  • Experience in securities and previous check handling or accounting
  • Proficiency in Microsoft Office and experience with Excel spreadsheets
  • Solid systems application knowledge (e.g., CEO, DTC, Crystal Reports)
  • Ability to navigate multiple computer systems and utilize search tools

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