One of our Wealth Management clients is looking for a Securities Processing Associate to join their Operations team for a 6-month contract with the possibility to convert to a permanent employee in Philadelphia, PA. This position works closely with all Operations Teams to ensure timely and accurate posting of proceeds, delivery of time-sensitive information and will act on instructions from the branches for all physical security and AIP related communications. Some responsibilities include:
- Process and settle securities transactions, including equities, fixed income, and mutual funds.
- Reconcile daily trade activity and resolve discrepancies.
- Ensure compliance with regulatory requirements and internal policies.
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- BS Degree in Finance, Accounting or Related Field or 2-3 years of applicable experience
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.