*Settlement Clerk Consultant / Operations*

* **Location: NYC, NY***

*Length: 10+ Months*

*Max Rate: $25hr on 1099***

* *



*Description: *

   - Work as part of an Operations processing team for a major broker
   dealer.
   - Daily responsibilities include processing ACATS and Non ACATS transfer
   requests between financial institutions.
   - Representatives are responsible for handling diverse inqueries on
   Account Transfers including ACATs, non_ACATS, Mutual Fund re-registrations,
   and physical certificate processing.
   - Inquiries by the branches and other Operations departments (e.g.
   Margin, Domestic & International Settlement teams, etc.) require independent
   work to analyze and interpret account transaction details to assist in
   making informed decisions on behalf of clients.
   - Specific responsibilities will focus on reviewing transfer forms,
   submitting through firm systems, providing transfer status updates to the
   branches, and that the team adheres to established service level agreements.

   - Efficiency and teamwork: The ability to complete tasks in a timely
   manner, utilizing available tools to expedite the process.



*Required Skills:*

   - The ability to express ideas clearly, demonstrating the capacity to
   communicate effectively both verbally and in writing.
   - Critical thinking and active learning: The ability for individuals to
   perform root- cause analysis to understand a problem in addition to seeing
   it through to a resolution.
   - Taking additional steps to prevent a reoccurrence of such a problem.
   - The ability for one to be able to think on their feet and be able to
   apply knowledge and skills learned in one particular area to other aspects
   of the department.
   - Question historical processes and procedures and be solution-oriented.
   - Efficiency and teamwork: The ability to complete tasks in a timely
   manner, utilizing available tools to expedite the process.
   - Assist others, both in and across teams to help achieve tasks and
   goals.
   - Contribute analytical capability and experience to problem resolution
   and idea generation



*Kind Regards,*

 *Akbar*

*Kolansoft Inc.*

815 Newark Avenue

Jersey City, NJ 07306

Direct Number: 201-706-9371

Alt Ph: 201-377-1844

Fax: 201-656-6696
[EMAIL PROTECTED]
http://www.kolansoft.net**

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