Securities Operations Representative 2 - TEKsystems

• Reviewing trades for CDCS Reimbursement Eligibility & submitting trade correction requests
• Microsoft Excel, Access nice to have Familiarity with systems (previous Financial Services)
• 8:00 AM - 4:30 PM, Monday-Friday, Hybrid 3 days in office, 2 remote
• In this contingent resource assignment you may: Support Securities Operations proactively seek ways to improve processes
• Perform moderately complex operational support tasks
• Receive direction from supervisor and escalate non-routine questions
• Interact with client personnel on a range of information
• No direct contact with customers/ clients, will need to send notifications to financial advisors, could be on the phones
• Reviewing trades for CDCS Reimbursement Eligibility & submitting trade correction requests (fully or partially reimburse) currently have a short term process that FINRA has required them to build out, goal is to build off that and automate in the next 12 mos
• Will need to flex to other functions of mutual funds

• Microsoft excel experience
• Financial services experience
• Financial advisor workstation
• Experience with mutual funds and reading mutual fund language
• Brokerage work
• Strong communication skills
• Microsoft access
• Experience with excel
• Long term contract
• Great resume builder
• Possibility of extension or conversion

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.