**Description** **Onsite Work Environment:** **This position requires full-time onsite work. Must live within commutable distance from our home office.** **Job Summary:** Under general supervision, uses skills gained through training and experience to perform a variety of operational procedures including stock deposits, interpretation of legal documentation, depository reconciliation and trade reconciliation. Serves as the agent between branches and the home office. **Essential Duties and Responsibilities:** * Secures physical stock properly per regulatory guidelines. * Completes due diligence reviews on all incoming securities to mitigate risk. * Requests various legal documents from branch personnel. * Answers questions regarding various Custody processes. * Researches and provides resolution on complex business issues. * Serves as a back-up in cross-functional responsibilities during absences. * Maintains a variety of confidential data files and records. * Prepares client correspondence, instructional letters and various documents. * Monitors incoming electronic correspondence, mail and documents. * Reconciles client accounts to reflect transactions. * Assists management in identifying procedures and policies that are outdated or ineffective. * Performs box count on a bi-weekly and quarterly basis to ensure proper possession or control of physical stock. * Assists in special projects. * Performs other duties and responsibilities as assigned. **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** * Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets and emails. * Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry operations. * Regulations for specific assigned functional area. **Skill in:** * Analyzing data to identify discrepancies and trends. * Problem solving. * Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines **Ability to:** * Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. * Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels. * Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions. **Educational/Previous Experience Requirements:** * High School Diploma or equivalent and a minimum of two (2) years’ experience in the areas of financial services industry or customer service. ~or~ * Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications:** * None. **Job:** Operations **Primary Location:** US-FL-St. Petersburg-Saint Petersburg **Organization** Operations & Administration **Schedule** Full-time **Job Shift** Day Job **Travel** No **Req ID:** 2403596