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Settlements Specialist Investment Services

Computershare
Louisville, KY Full Time
POSTED ON 11/13/2023 CLOSED ON 1/14/2024

What are the responsibilities and job description for the Settlements Specialist Investment Services position at Computershare?

Location: Hybrid Louisville, KY 

This is a hybrid position primarily based in Louisville, KY. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working

 

We give you a world of potential We have a fantastic opportunity for someone to shape our business as a Settlement Specialist at Computershare! If you would like to be the at the center of what we do, the Settlement team is the right team for you! 

At Computershare, the employee’s opinion is always welcomed as we continually look for new ways to improve and expedite our daily process. Join a diverse team of motivated and witty individuals where you can work independently while also having a supportive team.

 

 A role you will love

The Settlement Specialist performs the daily functions necessary for the settlement of open market trades. Which requires a high degree of accuracy, timeliness and heavy interaction with our brokers and our clients ensuring that shares are moved accurately. Don’t let the details of the job deter you; it’s okay if you don’t know everything about this role. As-long-as you have the acumen to do the job, Computershare will engage you with an on-the-job approach to training. Equipment will be shipped directly to your house so you can be prepared for success. Also, if you were hoping for a Full-time position that gives you work-life balance, this position works M-F day shifts with the expectation that you will work in office some of the time.

 

Some of your key responsibilities will include: 

• Operates Depository Trust Company's (DTC) Participant Terminal System (PTS) to facilitate the daily settlement of millions of dollars of purchases and sales via the PTS delivery vs payment and receipt vs payment functions.

 • Coordinates the daily settlement payments for non-DTC settlements.

 • Reconciles daily settlement dollars and share positions to ensure timely and accurate settlements. 

• Facilitates daily resolutions of out of balance situations arising from the above listed duties and responsibilities. 

• Communicates effectively with brokerage community and internal/external clients.

 • Works directly with DTC in reinvesting a portion of their dividends in Dividend Reinvestment Plan that we administer. 

• Other duties or tasks as assigned by management. What will you bring to the role? The Settlement Specialist must be detail oriented and enjoy interactions with our clients and brokers. 

 

What will you bring to the role?

 The Settlement Specialist must be detail oriented and enjoy interactions with our clients and brokers. This position is like a gatekeeper for Computershare ensuring that shares have been calculated and accurately moved. 

Other key skills required for the role include:

 • Great with numbers and math calculations

 • Confident in Excel

 • Strong organizational skills 

• Team Player but also able to work independently

 • Flexible to change

 • Able to multitask and pay attention to the details 

• Ability to think critically and research information

 • Strong communication skills both written and verbal

 • High school diploma or equivalent 

• Accounting/Finance background (Preferred) 

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

 

Rewards designed for you

 

Parental leave. We offer paid parental leave, flexible working and a caring and inclusive culture.

Health and wellbeing. Our health and wellbeing rewards can be tailored to support you and your family, even your pets. These include medical, dental, vision and a wellness reimbursement.

Paid time away from work. Our employees enjoy a competitive paid time off package, including a day each year to volunteer time for a good cause that is important to you.

Save for your future. We will support you along your retirement savings journey with 401k matching and tax-advantaged flexible spending plans that include healthcare, dependent care and commuter.

Income protection. To ease concerns when the unexpected occurs our package includes short and long-term disability benefits, life insurance, supplemental life insurance (single/spouse/family) and more.

Employee Share Plan. Set aside salary to purchase shares in our company and you’ll increase your investment when you receive a generous company contribution towards additional shares.

Extra rewards. From tuition reimbursement to cash bonus recruitment referral programs, our comprehensive benefits package offers a multitude of options. 

CompensationThe base pay range for this role is $34,000 - $52,000. This base pay range is a national average may not be applicable to other locations. 

 

 

Salary : $34,000 - $52,000

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