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Security Settlements Analyst

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Milwaukee, Wi
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URGENT: Please read the job description below. If this interests you, please send a MS-Word version copy of your resume (ASAP) along with your salary expectations and a telephone contact number: E-mail to show contact info Please put the job title as your subject line: The recruiter in charge of this role is Ann AFTER you have submitted your resume via e-mail (when you have a moment) please apply online to match your resume to the job with following link: If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this email to them and you will be eligible for a referral bonus upon a successful hire. Our well established banking company looking for Security Settlements Analyst Duration: 6 months Contract to hire opportunity Location: Milwaukee, WI Job Description: Top 3 Skills 1. 2+ years of experience in the securities sector. FI in general. Brokerage or banking firm. 2. Security Settlements application experience (DTC Settlement Web or FedADVANTAGE etc) 3. Comfortable using Microsoft Office Manager Notes Looking for strong Organization, analytical nature, strong teamwork. Fast paced and daily deadlines. 6 months to start with a potential for full time. The candidate will be working on a small team of 4-5 trust specialists to settle trades that have already been executed. They will also be responsible for balancing at the end of the each day/week Summary: Responsible for working processing all unit-holder transactions for both registered and non-registered products. Responds to account inquiries, identify and resolve issues/and problems and provide administrative support for internal advisory channels. May be expected to master various specialist roles as part of their progression through the various roles in the department. Exercises moderate independent judgment with direction from supervisor. Education/Experience: Some college education required. 2+ years industry experience. Experience in a specialty role (registered products, RESP, RIF, TFSA, Estates or Adjustments ) -- would be an asset. Skills and Competencies: Knowledge of processing transactions for RRSP, RESP, RRIF and TFSA products. Understanding of tax consequences for registered plans and non registered accounts. Experience in dealing with external dealers, fund companies and various government bodies. Experience in reviewing legal documents (e.g. Trust Agreements, Legal POAs etc). Excellent knowledge of MS Word, Outlook & Excel. Working knowledge of PowerPoint and the Internet. Major Job Duties: Process all transaction types with a high level of accuracy. Verify proper paperwork is received and complete and ensure follow-up takes place for any outstanding issues. Process all financial and non-financial orders. Ensure compliance and procedures are adhered to. Analyze account problems and question transactions. Take initiative with problem solving and coming up with solutions. Identify processing inefficiencies and provide suggestions to streamline process. Document and update procedure manuals. Resource and support for junior staff. Strive to take a leadership role in department meetings and focus groups. Please note that this is the most up to date version of job description available at this time -- During Client Interview you will receive additional information -- variance may apply ! When you have some time please register in our database (5 minute process) to be considered for future openings; the link is available on our website at We thank all applicants for their interest. Only those who meet the qualifications will be contacted through telephone/email. You are encouraged to register with us in our database to be considered for future positions available. Have a great day. ......At we offer some of the most highly qualified professionals in the workforce. We dedicate an industry trained recruitment specialist to the following areas: IT, Finance, Admin, Sales, Executive Search and Contractors. If you would like to learn more about our full-service recruiting firm please visit our website at CAMSC and ACSESS certified ". . ...All Offers are conditional on Client Post-Offer Conditions being met and removed by end client prior to written offer signing"

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