Securities Processing Associate
Insight Global
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:
- Process and settle securities transactions, including equities, fixed income, and mutual funds.
- Reconcile daily trade activity and resolve discrepancies.
- Ensure compliance with regulatory requirements and internal policies.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
- Process and settle securities transactions, including equities, fixed income, and mutual funds.
- Reconcile daily trade activity and resolve discrepancies.
- Ensure compliance with regulatory requirements and internal policies.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
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