Securities Services Specialist

Management Level

I

***This a remote role.
***This is a temporary role to last for 1 year -- may extend or end sooner
***Full-time hours

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ is a fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

About EQ Shareholder Services

Equiniti is undergoing a bold transformation, powered by a dynamic, newly formed leadership team that began their journey in 2025. This Leadership team is steering EQ into the future by leveraging state-of-the-art technology and data-driven strategies to drive customer satisfaction and unlock new growth opportunities.

EQ is not just supporting organizations – EQ is revolutionizing how it engages with shareholders and manage their corporate lifecycle. From energizing shareholder engagement and streamlining stock registers to facilitating seamless ownership transfers, dynamic shareholder meetings and efficient dividend payments, EQ is the backbone of global equity administration.

But that’s just the beginning. EQ’s mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before. EQ is leading the charge in dematerialization, empowering issuers and shareholder to embrace a digital-first experience.

The acquisition of Notified has supercharged the organization’s capabilities in investor relations and communications, making EQ the only global technology partner dedicated to both public relations and investor relations solutions.
EQ’s commitment to agility and a #ClientObessedApproach means they act fast, deliver exceptional service and always put their clients first. 

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

• Transaction processing
• Resolving complex customer issues
• Balancing accounts and verifying accuracy of the transactions processed. 
• Performs a variety of operational tasks for complex securities or cash related transactions that require extensive knowledge of unit functions and systems. 
• Differentiating, processing, and reconciling transactions
• Researching inquiries
• Resolving customer complaints
• Reviewing time sensitive and/or complex documents
• Creating or revising departmental procedures. 
• Coordinates situations involving multiple departments. 
• May provide department level reporting using multiple sources. 
• May provide training or work direction to junior level staff.  Provides back-up to other desks. 
• May have extensive customer contact
• Works under minimal supervision.
• Overtime may be required due to peak volumes during certain times of the month.    

 

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors:

• High School Diploma or equivalent
• 3+ years in one or a combination of the following: transfer agent experience, financial services, accounting, business processing, analytical, or operations
• Previous reconciling/balancing experience
• Experience in an operational environment
• Prior Transfer Agent or Securities Industry experience a plus
• Ability to multitask and meet deadlines while working in a fast-paced, high-volume environment
• Strong attention to detail and accuracy skills
• Intermediate Microsoft Office skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Excellent verbal, written, and interpersonal communication skills
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment. The successful candidate will demonstrate the following experience, skills and behaviors.

Compensation:

• $21.00 - $22.00 hourly

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.