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Responsibilities:

+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

+ Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards.

+ Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.

+ Maintain files and records.

+ Ensure a positive experience for internal clients by having courteous interactions with them.

+ Assess compliance with established standards and protocols for routine inquiries.

+ Support others by carrying out basic data management tasks.

+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

**Knowledge of** :

+ Basic mathematical/bookkeeping skills including addition, subtraction, multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement.

+ DTC and Fed depository settlement rules and time cut-offs

+ 15c-3 possession and control rules regarding customer fully paid securities and fail resolution

+ Reg T as applicable to DVP accounts

+ MSRB Rule G-12 municipal close outs

+ General office practices, procedures and methods.

+ General accounting procedures.

Skills:

+ Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.

+ Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.

+ Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.

+ Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.

+ Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.

+ Uses an understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.

+ Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

+ Works to select, deploy and get the best results from the most appropriate office system.