Knowledge, Skills, and Abilities:

Knowledge of:

• Securities industry related to job responsibilities, department and division.
• Products concepts relating to financial services industry, including financial instruments, financial management, and cash and capital principles.
• General office practices and procedures.

Skill in:

• Using required software applications to produce correspondence, reports, electronic communication, spreadsheets and databases at an intermediate to high level.
• Taking independent and prompt action to exceed customer needs and ensure client satisfaction.
• Effectively balancing customer and organization needs when there is a conflict or challenging problem to resolve.
• Reading and understanding Stock Records.
• Providing superior client service.
• Analyzing operational processes and identifying opportunities for improvement.
• Ensuring procedures are updated and maintained on an ongoing basis.
• Critical thinking and problem solving.
• Processing complex information to make logical decisions.

Ability to:

• Process complex financial transactions in an accurate and timely manner.
• Use basic mathematics to solve problems, tabulate, and analyze data.
• Communicate in order to make one self understood by supervisors and co-workers.
• Effectively communicate; defined as writing that is direct, courteous, grammatically correct, clear, succinct and business-like.
• Demonstrate mental agility; identifying connections between issues; quickly understands, orients to, and learns new assignments.
• Organize and prioritize workload while meeting critical deadlines.
• Create logical, organized documents, spreadsheets, business correspondence, etc.
• Calculate percentages, balance accounts, and provide statistical data.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast paced work environment.
• Remain positive under pressure.
• Resolve complex problems by exercising sound judgment, but knows when to escalate issues.
• Identify potential functional improvements to processes and services provided.
• Work in a structured, team-oriented environment with peaks in work volume.
• Read, comprehend and apply complex business related information.
• Remain open to change and to considerable variety in the workplace.
• Establish and maintain effective working relationships at all levels of the organization.

Educational/Previous Experience Requirements:

• Bachelor’s degree in Finance, Accounting or a related field.
~or~
• Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications:

• None Required.