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Securities Reconciliation Associate

Kelmar Associates
Posted 6 months ago, valid for 24 days
Location

Wakefield, MA 01880, US

Salary

$52,000 - $55,000 per year

Contract type

Full Time

Paid Time Off
Life Insurance
Disability Insurance
Tuition Reimbursement

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Sonic Summary

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  • The Securities Reconciliation Associate is responsible for researching and analyzing client unclaimed property records while performing tasks related to multiple reconciliation projects.
  • This remote position allows work from any of Kelmar’s offices, including Rockland, MA; Wakefield, MA; or Wilmington, DE.
  • Candidates should have related experience with financial data and an Associate’s Degree, with strong communication and organizational skills required.
  • The salary for this role ranges from $52,000 to $55,000, depending on various factors such as work location and experience.
  • Kelmar offers a comprehensive benefits package including medical insurance, a 401(k) plan with company match, and opportunities for career advancement.

The Securities Reconciliation Associate will be responsible for performing research and analysis related to client unclaimed property records. The Securities Reconciliation Associate will perform tasks assigned by the supervisory team related to multiple reconciliation projects. The Securities Reconciliation Associate is a remote position with the option to work in any of Kelmar’s offices including Rockland, MA; Wakefield, MA; or Wilmington, DE. 

RESPONSIBILITIES AND DUTIES:

  • Training on Kelmar’s securities reconciliation approach, methodology & tools
  • Ability to articulate and communicate with team supervisors
  • Perform research on corporate history of publicly traded companies 
  • Analyze client records and determine steps needed to reconcile out of balance stock holdings 
  • Apply updates in state unclaimed property systems 
  • Format and normalize data to client reporting expectations
  • Data entry of financial statements 
     

QUALIFICATIONS:

  • Related experience working with financial data is preferred
  • Associate’s Degree 
  • Proficiency in spreadsheet software; experience in database software
  • Strong communication and business writing skills 
  • Strong organizational skills with attention to detail 
  • Ability to independently prioritize work assignments according to specified criteria
  • Candidates must be legally authorized to work in the U.S without sponsorship now and in the future
     

SALARY & BENEFITS:


Compensation for this role varies depending on several factors including work location, level of experience, and skill set.  As required by applicable law, the hiring range for this position is $52,000 – $55,000.

In addition, Kelmar provides the following benefits:

  • Medical, Dental and Vision Insurance 
  • Flexible Spending Plans
  • Basic Life, AD&D, and Voluntary Term Life Insurance
  • Disability Insurance
  • 401(k) Plan with Company Match
  • Paid Parental Leave
  • Paid Time Off
  • Tuition Assistance
  • Eligible for Discretionary Annual Bonus

 

The rewards for this position are many. We offer a great working environment that provides for work/life balance and an excellent compensation and benefits package. Kelmar provides training and the opportunity for career advancement. Apply now to join our growing team!

 

Kelmar Associates is an equal opportunity employer




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