Securities & Derivatives Representative

The Securities & Derivatives Rep 4 is an entry level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions.

• Monitor errors and ensure transactions adhere to audit and control policies
• Perform moderately complex transactions efficiently, escalate or perform complex transactions as required
• Participate in User Acceptance Testing (UAT) implementation and training activities
• Provide feedback on project related activities to help improve processes
• Develop and utilize knowledge of required controls and procedures for custody accounts
• Provide assistance to operational processes as needed
• Assist with training team members
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

• 1-3 years of relevant experience
• Consistently demonstrates clear and concise written and verbal communication skills
• High School diploma or equivalent

• medical, dental & vision coverage
• 401(k); life, accident, and disability insurance
• wellness programs
• paid time off packages
• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays

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