Securities Operations Specialist II - Minneapolis, MN
Core
Perform operational tasks for complex securities or cash related transactions and processes within Principal Custody Solutions.
Role type
mid-level securities operations specialist
Builds
custody solutions and transaction processing workflows
Domain
financial services / securities operations
Required skills
transaction processing, reconciliation, customer complaint resolution, document review, cross-department coordination, reporting, income/entitlements processing, procedure updates
Preferred skills
analytical skills, problem-solving, independent work, sound judgement
Technologies
Microsoft Office
Responsibilities
Manage complex securities activities, differentiate and reconcile transactions, research inquiries and resolve customer complaints, review time critical documents, coordinate situations involving multiple departments, provide department level reporting, process day-to-day income and entitlements, provide training and support to team members, back-up other desks
Seniority
Mid-level, individual contributor