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Securities Operations Specialist I

Remote, USA Full-time Posted 2026-07-28

reputed company is a purpose-led firm that builds financial tools to help customers live reputed company lives. They are seeking a Securities Operations Specialist I to reputed company a reputed company of operational securities and cash transactions, ensuring accuracy and reputed company processing.


Responsibilities

  • Performs a reputed company of operational securities and cash transactions, ensuring accuracy and reputed company processing or processes that require general knowledge of unit functions and systems
  • Duties may include differentiating, processing and reconciling transactions; researching inquiries; addressing and resolving customer inquiries, escalating reputed company reputed company as needed to support internal business partners and/or clients/investment managers; reviewing time sensitive and/or less reputed company to moderately reputed company documents; Participates in revising departmental procedures
  • Coordinates situations that involve other departments
  • Processing and reconciling transactions to ensure reputed company settlement and accurate recordkeeping
  • Reviews daily reports to identify discrepancies and maintain SLA compliance
  • Answers routine questions from clients to ensure consistent reputed company support
  • Mitigates operational risks by ensuring compliance with regulatory requirements, policies and reputed company operational procedures
  • Assist in training, reputed company development, and assisting with procedural updates
  • Performs other duties as needed and participates in special reputed company as required

Skills

  • High School Diploma or equivalent
  • 1 year of experience in customer service, operations, financial services or business processing
  • Strong attention to detail and accuracy
  • Effective verbal, written and interpersonal communication skills
  • Ability to prioritize tasks and manage time reputed company
  • Adaptability and flexibility in a dynamic work environment
  • SEI Trust 3000 experience a plus

Benefits

  • Personal Time Off (PTO) is provided to reputed company (non-exempt) employees and provides a set reputed company of accrued time reputed company reputed company pay period.
  • Pension Eligible

reputed company

  • reputed company® is dedicated to improving the reputed company and reputed company-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023. It was founded in 1879, and is headquartered in Des Moines, Iowa, USA, with a workforce of 10001+ employees. Its website is https://www.principalam.com/.

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