Securities Reconciliation Associate
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Kelmar Associates
Middleton, MA, US
Summary
The associate will perform research and analysis on client unclaimed property records and reconcile out of balance stock holdings. They will also communicate with team supervisors and update state unclaimed property systems.
Job Description
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. This is a remote position.
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
- Health Savings Account
- Health Reimbursement Arrangement
- 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
Kelmar is dedicated to assisting governments with the administration and enforcement of their respective unclaimed property programs. We work with our government clients to implement customized services and support to identify and safeguard unclaimed financial assets and reunite people with their money.
Since 2001, Kelmar continues to invest in a team of highly trained professionals as well as the innovative tools and technologies to help clients improve program efficiency and, ultimately, return more unclaimed property to rightful owners. Our next generation unclaimed property management system (“KAPS®”) offers a full suite of comprehensive management tools and workflow processes to administer unclaimed property program operations, including holder reporting, owner notification, claims processing, audit support, safekeeping, and securities management. Our dynamic team has substantial knowledge of state governments, systems tools, and process workflows. Whether implementing a new unclaimed property system, managing operations, or consulting on best practices and legislative initiatives, Kelmar focuses on delivering superior customer service and a consistent, reliable, high-quality work product that sets us apart as a partner in unclaimed property resources for state governments.
Kelmar is committed to developing new recruits and also seeks out experienced professionals from diverse backgrounds in tax, consulting, accounting, project management, information systems, business, and law to join our team. Kelmar is an equal opportunity employer and a DiversityJobs.com Top Employer 2021 in the Software & Technology space.
Founded
2001
Company size
201-500 employees
Industry
Business Consulting and Services
Org type
Privately Held
Headquarters
Wakefield, MA
Kelmar is dedicated to assisting governments with the administration and enforcement of their respective unclaimed property programs. We work with our government clients to implement customized services and support to identify and safeguard unclaimed financial assets and reunite people with their money.
Since 2001, Kelmar continues to invest in a team of highly trained professionals as well as the innovative tools and technologies to help clients improve program efficiency and, ultimately, return more unclaimed property to rightful owners. Our next generation unclaimed property management system (“KAPS®”) offers a full suite of comprehensive management tools and workflow processes to administer unclaimed property program operations, including holder reporting, owner notification, claims processing, audit support, safekeeping, and securities management. Our dynamic team has substantial knowledge of state governments, systems tools, and process workflows. Whether implementing a new unclaimed property system, managing operations, or consulting on best practices and legislative initiatives, Kelmar focuses on delivering superior customer service and a consistent, reliable, high-quality work product that sets us apart as a partner in unclaimed property resources for state governments.
Kelmar is committed to developing new recruits and also seeks out experienced professionals from diverse backgrounds in tax, consulting, accounting, project management, information systems, business, and law to join our team. Kelmar is an equal opportunity employer and a DiversityJobs.com Top Employer 2021 in the Software & Technology space.
Founded
2001
Company size
201-500 employees
Industry
Business Consulting and Services
Org type
Privately Held
Headquarters
Wakefield, MA
