We're seeking a future team member for the role of Specialist, Reconciliation 2 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (in office position)
In this role, you'll make an impact in the following ways:
Validate and process transactions in client accounts
Investigate and resolve all cash and position exceptions across accounts
Execute daily control tasks
Identify and resolve complex issues with custodians, banks, and brokers with minimal supervision
To be successful in this role, we're seeking the following:
Bachelor's degree in business, finance, or related field preferred
3-5 years' experience in a related capacity, preferably in institutional reconciliation
Experience with fixed-income securities is required
Experience with foreign securities and currencies is a plus
Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality
Numbers & Facts
Location
Berwyn, PA
Skills
Brokerageunmatched
Establish Prioritiesunmatched
Financeunmatched
Fixed Income Investmentsunmatched
Foreign Exchange (FX)unmatched
Multitaskingunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Reconciliationunmatched
Securitiesunmatched
Team Lead/Managerunmatched
Transaction Processing/Managementunmatched
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