Middle Office Assistant

Job description

Role Purpose

· Delivers high quality brokerage operations processing and servicing for internal and external customers to contribute to attracting, retaining and expanding account relationships with the Company.

Impact on the Business

· Complete operational and servicing related tasks specific to assigned area of HSBC Securities (USA) Inc. in a timely and accurate manner.
· Respond to and resolve client and internal queries in a timely and accurate manner.

Customers / Stakeholders

· Complete timely processing and accurate investigation on client account concerns; contact other areas of the Company as required to respond.

Leadership & Teamwork

· Maintain current overall knowledge of products, services and documentation requirements for all securities products, Premier, IRAs and collateral loan accounts.

Operational Effectiveness & Control

· Maintain email inbox/fax repository; monitor and process customer accommodations and requests.
· Reconcile all processes.
· Ensure activities comply with pertinent internal standards and external regulations.

Desired profile

·  Minimum of two years proven middle office operational experience or equivalent.
·  Bachelors degree in business, finance, related field or equivalent experience.
·  Proven communications, customer service, organizational, time-management and problem-solving skills.
·  Proficiency with personal computers as well as pertinent mainframe systems and software packages.
·  Self-motivated and able to work within a fast-paced environment.

EEO/AA/Minorities/Women/Disability/Veterans