Investment Operations Specialist

2 weeks ago

Minneapolis, Minnesota, United States Swipejobs Full time
Job DescriptionJob Description

Apply Today, Work Today
Weekly Pay

Job Description:

Only considering candidates with the following:

  • High School diploma or equivalent
  • Three to five years of relevant work experience
  • Ability to communicate effectively
  • Willingness to learn
  • Detail oriented
  • Proficiency with MS Office suite

Responsibilities:

  • Performs a variety of operational duties within an assigned area of Investment Operations
  • Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review
  • Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers
  • Ensures the accuracy of account statements and information
  • Verifies account entries, ensures totals balance and prepares correcting adjustments as needed
  • Ensures that all documentation requirements are satisfied
  • Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees

Full-time, Part-time
$23.27/hr

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