Accountant needed for Securities/Wealth Operations to manage money transfers, securities processing, and documentation review in a compliance-heavy setting.
Responsibilities
Manage daily money movements, ensuring accurate processing of transfers. Review documentation thoroughly before executing transfers. Handle investment and securities transfers accurately. Run macros on Excel spreadsheets to facilitate transfer processing. Use multiple software platforms for transaction management. Ensure compliance with regulatory requirements and internal policies. Collaborate with internal and external stakeholders for transaction approvals. Maintain high levels of accuracy and attention to detail in all tasks. Adhere to SLA metrics and productivity targets. Participate in a 4-week training period for onboarding and system familiarization.
Requirements
2-4 years of banking or financial services experience, ideally in wealth operations. Strong proficiency in Microsoft Excel, including macros. Experience with securities or wealth transfer operations. Knowledge of high-risk transfer activities and documentation review. Tech-savvy with the ability to learn and navigate multiple systems. Excellent communication skills. Attention to detail and accuracy in all work. Nice to Have: Prior experience with Banking or similar financial institutions.
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