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Medallion Signature Guarantee Jobs (NOW HIRING)

Cape Cod Five

Assistant Banking Center Manager

Hyannis, MA · On-site

$32.50 - $37.94/hr

Completion of Medallion signature guarantee training required KNOWLEDGE, SKILLS & ABILITIES: * Three or more years supervisory experience and proven leadership capabilities required, including ...

MRA Recruiting Services

Personal Banker

Columbus, OH · On-site

$19.25 - $24/hr

Manage all closed accounts that may result in the termination of the Member's membership * Assist Members with their Notary or Medallion Signature Guarantee needs * Manage cash with the Automatic ...

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Medallion Signature Guarantee information

What skills and qualifications are needed to thrive as a medallion signature guarantee officer?

To thrive as a Medallion Signature Guarantee Officer, you need detailed knowledge of financial regulations, authentication procedures, and typically a background in banking or financial services. Familiarity with Medallion Stamp programs, anti-fraud systems, and identity verification tools is crucial, and some institutions may require specific training or certification. Attention to detail, integrity, and strong customer service skills help ensure trustworthiness and accurate processing. These competencies are vital to prevent fraud, protect clients, and maintain compliance with financial industry standards.

Why is it so hard to get a medallion signature guarantee?

A medallion signature guarantee is difficult to obtain because it requires proof of identity, the signer’s authority over the account, and the guarantee is only provided by approved financial institutions such as banks and credit unions. These institutions follow strict regulatory standards to prevent fraud and ensure the guarantee is used appropriately, which limits availability and increases processing time.

What is the difference between Medallion Signature Guarantee vs Notary Public?

AspectMedallion Signature GuaranteeNotary Public
Required credentialsFinancial institution approval, specific certificationState certification, commission
Work environmentBank or brokerage firmPublic offices, private practices
Industry usageFinancial transactions, securities transfersLegal document authentication

The Medallion Signature Guarantee is a specialized certification used mainly in financial transactions to guarantee signatures on securities transfers. A Notary Public authenticates signatures on legal documents but does not provide the same level of financial guarantee. While both verify identities, the Medallion Signature Guarantee offers a higher level of security for securities transfers, making it essential in financial industry transactions.

What are common challenges faced by professionals providing medallion signature guarantees, and how can they be addressed?

Professionals providing Medallion Signature Guarantees often face challenges such as verifying complex legal documentation, detecting potential fraud, and staying updated on industry regulations. Attention to detail and thorough knowledge of anti-fraud procedures are essential to ensure compliance and protect both the institution and the client. Regular training, access to updated verification tools, and close collaboration with compliance and legal teams help address these challenges and maintain a high standard of service.

What is a medallion signature guarantee?

A Medallion Signature Guarantee is a special stamp provided by authorized financial institutions to verify the authenticity of a signature on certain financial documents, such as those used to transfer securities. It helps prevent fraud by ensuring that the person signing the document is authorized to do so. This guarantee is often required when transferring stocks, bonds, or other securities to another person or institution. It is not the same as a notary, as it provides a higher level of security for financial transactions.
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Medallion Signature Guarantee jobs near you
Infographic showing various Medallion Signature Guarantee job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 10% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Advisory Billing & Reporting Manager

Renaissance Financial

Saint Louis, MO • On-site

$92K - $125K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

About Renaissance Financial

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The mission of this full-time position is to deliver exceptional support and service to financial advisors and their teams by ensuring accurate, timely, and efficient billing operations. You will maintain clean and reliable data systems, processing account changes with precision, and producing customized reports for advisors. Through proactive communication, ongoing audits, and collaborative problem-solving, you will facilitate seamless billing cycles.  

 Primary Responsibilities 

  • Manage quarterly billing cycle for Schwab Investment Advisory fee collection
  • Ensure the integrity of Orion data and other data, both internal and third party, related to the calculation of fees and support of compliance monitoring
  • Review billing reports for discrepancies and make any necessary corrections
  • Review and place trades to support the collection of fees
  • Supervise the Investment Advisory Billing Team
  • Assist in the development and testing of new software systems supporting fee collection
  • Assist in the development and testing of Orion based systems supporting compliance monitoring
  • Assist with Investment Advisory operations including account opening, trading, money movement and other service requests
  • Assist Financial Advisors in tailoring fee collection parameters for clients’ specific needs
  • Additional duties as may be required

Essential Characteristics 

  • High level of interpersonal skills to handle sensitive and confidential situations
  • This position requires demonstrated poise, tact and diplomacy
  • Ability to interact and communicate with individuals at all levels of the organization
  • Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines
  • Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • Knowledge of data gathering and reporting procedures with a high level of attention to detail
  • Flexibility for travel
  • Ability to supervise and problem solve
  • Sound judgment when weighing options in difficult situations
  • Self-starter and motivated

Education, Training & Experience 

  • Bachelor’s degree with an accounting or finance degree preferred
  • 5+ years working in Finance/ Accounting field and or similar experience required

Registrations and Certifications Required 

  • Medallion Signature Guarantee
  • SIE 
  • Series 7 
  • Series 66 
  • Series 24 (preferred)

 Computer Equipment & Software 

  • Microsoft Suite 
  • Excel 
  • Outlook 
  • Word 
  • Visio
  • PowerPoint 
  • Orion Technology 
  • Salesforce  

Working Conditions 

  • Business professional office environment
  • Standard 40-hour work week

We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know. 

Apply