Investment Operations Specialist

6 days ago


Saint Paul, United States RTA US Full time
Job DescriptionJob Description

Russell Tobin's client, a diversified financial services company is hiring an Investment Operations Specialist to work in Saint Paul, MN (Hybrid)

Apply Now

Employment Type: Contract/Hybrid

Location: Saint Paul, MN

Pay rate: $18-$22/hr. DOE

Responsibilities:

  • Responsible for managing and reconciling all output processing (statements, books and record letters, client letters, trade confirms, etc).
  • Create and send verification letters for clients.
  • Research client inquires as it pertains to output, documents and escalate/resolve with vendor
  • Employee will interact with internal teams and our print vendors (Broadridge and RR Donnelly). All interactions will be through email or teams' meetings
  • MS Office applications - excel and access databases used daily. Email and teams used daily

Required Skills:

  • Strong analytical and forecasting skills
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Ability to work as part of a project team
  • Effective verbal and written presentation and communication skills
  • Proficient computer navigation skills using a variety of software

packages including Microsoft Office applications

  • Organized and likes structure - Someone who is able to multitask but is detail orientated.
  • Can work in a fast-paced environment.

Requirements:

  • Bachelor’s degree, or equivalent work experience - Four or more years of related experience

Nice to have:

  • Thorough knowledge of policies, plans, procedures, products and regulatory requirements for assigned business unit

Benefits that Russell Tobin offers:

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors. 

#CB

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