Securities processing associate
Job Description
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:
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Process and settle securities transactions, including equities, fixed income, and mutual funds.
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Reconcile daily trade activity and resolve discrepancies.
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Ensure compliance with regulatory requirements and internal policies.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
Skills and Requirements
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BS Degree in Finance, Accounting or Related Field or 2-3 years of applicable experience - FINRA Series 7
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