BNY Wealth Newport Beach CA

Specialist, Reconciliation II

Full-time · Berwyn, PA
✓ Verified live on the employer's own system · added 18 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree or related field

Experience: 3+ years

Skills & tools

ManagementSecurities
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Full job description

We're seeking a future team member for the role of Specialist, Reconciliation 2 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania

  • Investigate and resolve all cash and position exceptions across accounts
  • Identify and resolve complex issues with custodians, banks, and brokers with minimal supervision
  • Bachelor's degree in business, finance, or related field preferred
  • 3-5 years' experience in a related capacity, preferably in institutional reconciliation
  • Experience with foreign securities and currencies is a plus
  • Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.