Investment Banking Specialist

4 weeks ago


Saint Paul, United States Corestaff Services Full time

Investment Operations Specialist for an onsite role in St Paul, MN

Details:

  • $23.27 per hour pay rate
  • Full Time
  • Contract - 4 months
  • Onsite in St Paul MN

What's in it for you?

  • Health, Dental, Vision insurance offered
  • 401k options
  • Work with a great team

Only considering candidates with the following:

  • High School diploma or equivalent
  • Three to five years of relevant work experience
  • Preferred Skills/Experience:
  • Strong understanding of investment operations, including manual and automated processes, procedures and systems
  • Excellent customer services skills
  • Well-developed interpersonal, verbal and written communication skills
  • Ability to manage multiple tasks/projects at deadlines simultaneously
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

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

Click apply today

Please note that we are unable to sponsor applicants requiring work authorization or visas for the positions currently available. We kindly request that only candidates who already possess the legal right to work in the United States apply for consideration.

Corestaff powered by Swipejobs is a Women Owned company and an Equal Opportunity Employer. We believe we are best equipped to support our candidates and clients when we really know them. That means understanding, respecting, and valuing diversity- unique styles, experiences, identities, abilities, ideas and opinions- while being inclusive of all people.



  • St Paul, United States Corestaff Services Full time

    Investment Operations Specialist for an onsite role in St Paul, MN!Details:$23.27 per hour pay rateFull TimeContract - 4 monthsOnsite in St Paul MNWhat's in it for you?Health, Dental, Vision insurance offered401k optionsWork with a great team!Only considering candidates with the following:High School diploma or equivalentThree to five years of relevant work...


  • St Paul, United States Corestaff Services Full time

    Investment Operations Specialist for an onsite role in St Paul, MN!Details:$23.27 per hour pay rateFull TimeContract - 4 monthsOnsite in St Paul MNWhat's in it for you?Health, Dental, Vision insurance offered401k optionsWork with a great team!Only considering candidates with the following:High School diploma or equivalentThree to five years of relevant work...


  • Saint Paul, United States Russell Tobin Full time

    Job DescriptionJob DescriptionPride Global/Russell Tobin is currently seeking Investment Operations Specialist to support our client. This is an excellent opportunity to work with a dynamic team and gain valuable experience in the Banking industry. Potential to extend or convert for the right candidate. Apply today for consideration!Position: Investment...


  • Saint Paul, United States Russell Tobin Full time

    Job DescriptionJob DescriptionPride Global/Russell Tobin is currently seeking Investment Operations Specialist to support our client. This is an excellent opportunity to work with a dynamic team and gain valuable experience in the Banking industry. Potential to extend or convert for the right candidate. Apply today for consideration!Position: Investment...


  • Saint Petersburg, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionJob DescriptionDescription:The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, we power the growth of independent RIAs through a variety of different ways. The Investment Banking Analyst will join Dynasty’s Investment Banking team and be an integral member...


  • Saint Petersburg, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionJob DescriptionDescription:The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, we power the growth of independent RIAs through a variety of different ways. The Investment Banking Analyst will join Dynasty’s Investment Banking team and be an integral member...


  • Saint Petersburg, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionJob DescriptionDescription:The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, we power the growth of independent RIAs through a variety of different ways. The Investment Banking Analyst will join Dynasty’s Investment Banking team and be an integral member...


  • Saint Petersburg, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionJob DescriptionDescription:The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, we power the growth of independent RIAs through a variety of different ways. The Investment Banking Analyst will join Dynasty’s Investment Banking team and be an integral member...


  • Saint Louis, United States Nexus Talent Connect Full time

    Job DescriptionJob DescriptionSalary: $95,000+Nexus Talent Connect Seeks a Talented and Dynamic Investment Banking Associate for a St. Louis Firm! As an Investment Banking Associate, you will play a critical role in helping clients, founder-owned and privately held businesses, navigate complex transactions and achieve their strategic goals. If that sounds...


  • Saint Louis, United States Nexus Talent Connect Full time

    Job DescriptionJob DescriptionSalary: $95,000+Nexus Talent Connect Seeks a Talented and Dynamic Investment Banking Associate for a St. Louis Firm! As an Investment Banking Associate, you will play a critical role in helping clients, founder-owned and privately held businesses, navigate complex transactions and achieve their strategic goals. If that sounds...


  • Saint Louis, United States Nexus Talent Connect Full time

    Job DescriptionJob DescriptionSalary: $95,000+Nexus Talent Connect Seeks a Talented and Dynamic Investment Banking Associate for a St. Louis Firm! As an Investment Banking Associate, you will play a critical role in helping clients, founder-owned and privately held businesses, navigate complex transactions and achieve their strategic goals. If that sounds...


  • Saint Louis, United States Nexus Talent Connect Full time

    Job DescriptionJob DescriptionSalary: $95,000+Nexus Talent Connect Seeks a Talented and Dynamic Investment Banking Associate for a St. Louis Firm! As an Investment Banking Associate, you will play a critical role in helping clients, founder-owned and privately held businesses, navigate complex transactions and achieve their strategic goals. If that sounds...


  • St Paul, United States BCforward Full time

    Investment Operations Specialist BCforward is currently seeking a highly motivated Investment Operations Specialist for an opportunity in Saint Paul, MN! Position Title: Investment Operations Specialist Location: Saint Paul, MN Anticipated Start Date: 06/20/2024 Please note that this is the target date and is subject to change. BCforward will send official...


  • Saint Paul, United States U.S. Bancorp Full time

    Department: Wealth, Corporate, Commercial and Institutional Banking (WCIB) Operations - Custody Operations. Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of vario Operations Specialist, Operations, Specialist, Manufacturing, Banking, Operation


  • Saint Petersburg, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionJob DescriptionDescription:The Dynasty Investment Solutions team is responsible for the delivery and servicing of the investment platform to the Dynasty network of independent financial advisors. Services include Outsourced CIO, portfolio consulting support, investment product access, technology access, market commentary, capital market...


  • Saint Petersburg, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionJob DescriptionDescription:The Dynasty Investment Solutions team is responsible for the delivery and servicing of the investment platform to the Dynasty network of independent financial advisors. Services include Outsourced CIO, portfolio consulting support, investment product access, technology access, market commentary, capital market...


  • Saint Petersburg, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionJob DescriptionDescription:The Dynasty Investment Solutions team is responsible for the delivery and servicing of the investment platform to the Dynasty network of independent financial advisors. Services include Outsourced CIO, portfolio consulting support, investment product access, technology access, market commentary, capital market...


  • St Paul, United States Pyramid Consulting Full time

    Immediate need for a talented Investment Operations Specialist. This is a 06+ Months Contract opportunity with long-term potential and is located in St. Paul, MN (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:24-26281 Pay Range: $22.30/hour. Employee benefits include, but are not limited to, health...


  • Saint Paul, United States eTeam Full time

    Job Title: Investment Operations SpecialistLocation: Saint Paul, MN 55107(onsite)Duration: 6 Months(Contract), with extensionPay: $24.50/hrJob Description: Provides quality support to investment sales staff, other internal staff, customers and compliance but responding to and resolving issues, research requests, and compliance questions associated with...


  • St Paul, United States BCforward Full time

    Investment Operations Specialist BCforward is currently seeking a highly motivated Investment Operations Specialist for an opportunity in Saint Paul, MN!Position Title: Investment Operations Specialist Location: Saint Paul, MN Anticipated Start Date: 06/20/2024 Please note that this is the target date and is subject to change. BCforward will send official...