As a Settlement Analyst, you will settle or process all transactions assigned on a daily basis in a timely and accurate manner.

What will you do?

• Have a broad knowledge of the ADP (Broadridge) systems, third party custodian systems
• Be able to reconcile account differences and issues and articulate to the proper channels what the issues are
• Have excellent communication skills in order to work with coworkers and internal clients alike
• Provide a high level of customer service
• Have the ability to deal with high volumes of trades to ensure settlement
• Reduce risk and cost to the firm by escalating all potential issues to management
• Be a team player who collaborates well with associates and management
• Strictly adhere to all firm policies and procedure
• Have proficient skills in Windows based products such as Outlook, Word, Excel
• Have the ability to multi task in a pressured environment
• Interface with various business lines and branches along with counter-party operations teams to rectify any settlement discrepancies
• Have a strong knowledge of various products such as equities
• Be available to work a 7.5 hour day (37.5 hours per week) +1 hour break, occasional overtime required. Within North American business hours (8am -5pm EST)
• Required to know a minimum of one back-up desk

What will you need to succeed?

• Post-secondary education or equivalent

• 0 – 1 year of relevant experience

• Strong communication skills

• Good computer skills

• Ability to work independently and to solve problems using knowledge and experience

• Good working knowledge of internal trading, account and settlement systems including: BPS/ADP, CITI Velocity, DTC, etc. where required

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation

• Leaders who support your development through coaching and managing opportunities

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work

• Flexible work/life balance options