Investment Operations Specialist

1 month ago

Saint Paul, United States Pyramid Consulting, Inc Full time

Immediate need for a talented Investment Operations Specialist. This is a 03+ Months Contract opportunity with long-term potential and is located in Saint Paul, MN (Onsite). Please review the job description below and contact me ASAP if you are interested.


Job ID:24-35790


Pay Range: $21 - $23/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.


Note-This would be an in-office position. Potentially going hybrid in Q4.

Key Responsibilities:


  • 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 operations processing of investment related products and services.
  • Supports all investment operations’ procedures, and acts as a liaison between back and front office and other staff.
  • Isolates and identifies source of problems.
  • Provides timely resolution to problems to adhere to regulatory requirements and service level agreements.
  • Follows up with internal or external customers ensuring problem resolution.
  • Develops and maintains documentation of all activities.
  • 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.


Key Requirements and Technology Experience:


  • High School diploma or equivalent.
  • Three to five years of relevant work 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.
  • Strong planning, problem-solving and organizational skills.
  • Ability to identify and resolve/escalate problems.
  • Detail Orientated/organized, data entry computer skills, ability to multitask.


Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.


Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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