Equiniti - Mendota Heights, MN

posted 5 months ago

Full-time
Mendota Heights, MN
5,001-10,000 employees

About the position

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology, supporting 37 million people in 120 countries with over 6000 employees. The Securities Services Specialist role is part of the Funds Movement Team, responsible for processing time-sensitive transactions, including internal money movement, ACH returns, and debit ACH processing. This hybrid position can be based out of either the Mendota Heights or Milwaukee office location. The selected candidate will be tasked with daily processing and validation of prenote, post, and accepts for monthly purchases, ensuring accuracy and timeliness within service level agreements (SLAs). Responsibilities also include reviewing and processing files for daily internal money movement, validating ACH files, processing ACH returns, and updating the balancing application to ensure it is in balance. The role requires researching and resolving out-of-balance situations, addressing complex customer issues related to ACH purchases, and responding to internal inquiries. The specialist will work closely with IT to resolve file and system issues effectively, manage risks, and escalate issues as necessary. Additionally, the candidate will provide input regarding department procedure updates and may offer backup support to other desks, including training junior staff. This position demands a high school diploma or higher, along with at least 2 years of experience in customer service, operations, financial services, accounting, business processing, analytical, financial, or clerical roles. The ideal candidate will possess strong operational experience, preferably in the Transfer Agent or Securities Industry, and must demonstrate the ability to multitask and meet deadlines in a fast-paced, high-volume environment. Strong attention to detail, intermediate Microsoft Office skills, and excellent communication abilities are essential for success in this role.

Responsibilities

  • Daily process and validation of prenote, post and accepts for monthly purchases accurately and timely within SLAs
  • Review and process files for daily internal money movement accurately and timely within SLAs
  • Validating ACH files
  • Processing ACH returns
  • Updating balancing application, ensuring it is in balance
  • Researching and resolving out of balances
  • Resolving complex customer issues associated with ACH purchases
  • Researching and responding to internal inquiries
  • Reviewing and processing time sensitive transactions
  • Works with IT to resolve file and system issues effectively to manage risk, and escalates appropriately
  • Providing input regarding department procedure updates
  • Provides back up to other desks and may provide training to junior level staff

Requirements

  • High School diploma or higher
  • 2+ years of experience in customer services, operations, financial services, accounting, business processing, analytical, financial, or clerical roles
  • Experience in an operational environment
  • Prior Transfer Agent or Securities Industry experience
  • Ability to multi-task and meet deadlines in a fast-paced, high-volume environment
  • Strong attention to detail and accuracy skills
  • Intermediate Microsoft Office Skills
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Ability to work independently, proactively, and creatively while exercising sound judgement
  • Solid problem-solving skills
  • Previous reconciliation skills
  • Strong time management skills
  • Must be able to effectively read, write, and speak English

Nice-to-haves

  • Willing and able to work extended hours as needed
  • May require the need to travel to other locations
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