Securities Services Specialist – Asset Reunification

Overview

EQ is a fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. EQ’s mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging. With the integration of Notified, EQ is the only global technology partner dedicated to both public relations and investor relations solutions.

The Securities Services Specialist – Asset Reunification is part of the Mutual Fund Proxy team and plays a key role in supporting the recovery and reunification of shareholder assets. This role focuses on accurate handling of shareholder correspondence, document intake, and preparation of client submittals for processing. The successful candidate will support time-sensitive casework related to unclaimed property and asset recovery, ensuring documentation is processed efficiently, accurately, and in accordance with regulatory and internal standards.

• Generating and processing outbound mail related to asset reunification cases
• Scanning and indexing inbound shareholder correspondence
• Preparing and scanning submittals and TA presentments to Sirius for processing
• Reviewing documentation for completeness and routing appropriately
• Maintaining accurate electronic records
• Supporting resolution of case discrepancies
• Assisting leadership with ad-hoc operational tasks

• 1–3 years of experience in operations, financial services, or administrative processing
• Strong attention to detail and accuracy
• Experience with document scanning or records management preferred
• Basic understanding of Transfer Agent operations is a plus
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to navigate multiple systems and workflows
• Strong organizational and time management skills
• Effective communication skills

We offer a rate in the range of $22-25 per hour. Compensation packages are commensurate with experience and location.

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, age, disability, or other protected characteristics. Please note any offer of employment is subject to satisfactory pre-employment screening checks.

Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries.

Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.