Operations Specialist
3 weeks ago
- Process ad-hoc cash requests including checks, wires, ACH payments, transfers, and receipts.
- Manage assigned request inboxes, review the requests to ensure all necessary information is included and is accurate, and enter requests into the appropriate custodial accounting system.
- Responsible for identifying, setting up, and maintaining all recurring cash items including bill payments.
- Create and maintain client payment schedules and reconcile payment processes daily.
- Review exception reports provided by custodian bank and researching discrepancies, and address discrepancies in a timely manner to reconcile cash balances.
- Assist asset team with asset setup and classification, processing internal account transfers and stock gifting.
- Assist Private Investment Team in processing capital calls and distributions.
- Maintain account and client data on accounting system, including statement setup, client portal setup, address changes, account/client personnel and investment details.
- Bachelor’s degree in financial, accounting, business administration, or related field
- 2-5 years of progressive experience within Trust operations or Wealth Management
- Knowledge of Trust Operations procedures and the processing of induvial account transactions
- Strong Excel skills
- Excellent communication and ability to meet tight deadlines
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Operations Specialist
4 weeks ago
Boston, United States The Panther Group Full timeOur client, a well-known firm, is seeking an Operation Specialist to join their growing team. Responsibilities: Processing checks, wires, ACH payments, transfers and receipts. Maintenance of all recurring cash items. Reconciliation of cash balances a Operations Specialist, Operations, Specialist, Processing, Manufacturing, Staffing
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Operations Specialist
2 days ago
Boston, United States The Panther Group Full timeOur client, a well-known firm, is seeking an Operation Specialist to join their growing team. Responsibilities: Processing checks, wires, ACH payments, transfers and receipts. Maintenance of all recurring cash items. Reconciliation of cash balances a Operations Specialist, Operations, Specialist, Processing, Manufacturing, Staffing
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Operational Specialist
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Operations Support Specialist
1 week ago
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Operations Support Specialist
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Operational Specialist
4 days ago
Boston, United States The Hollister Group Full timeOperational SpecialistOur client, a Boston real estate company, is looking for a friendly and eager Operational Specialist to assist with the day-to-day operations of their office. This is a direct hire opportunity and requires a candidate with professionalism, poise, strong attention to detail, the love spreadsheets, someone who is hungry to learn and the...
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Operational Specialist
3 days ago
Boston, United States The Hollister Group Full timeOperational SpecialistOur client, a Boston real estate company, is looking for a friendly and eager Operational Specialist to assist with the day-to-day operations of their office. This is a direct hire opportunity and requires a candidate with professionalism, poise, strong attention to detail, the love spreadsheets, someone who is hungry to learn and the...
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Operational Specialist
13 hours ago
Boston, United States The Hollister Group Full timeOperational SpecialistOur client, a Boston real estate company, is looking for a friendly and eager Operational Specialist to assist with the day-to-day operations of their office. This is a direct hire opportunity and requires a candidate with professionalism, poise, strong attention to detail, the love spreadsheets, someone who is hungry to learn and the...
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Operational Specialist
3 weeks ago
Boston, United States Cypress HCM Full timeOperations Specialist (Financial) Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and will be heavily involved in reviewing cash and asset requests, entering...
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Operational Specialist
9 hours ago
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Operational Specialist
3 weeks ago
Boston, United States Cypress HCM Full timeOperations Specialist (Financial)Location: Boston, MAHybrid: 3 days onsiteEmployees: 500| Team Size: 10-15Industry: Law FirmThe Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and will be heavily involved in reviewing cash and asset requests, entering...
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Operational Specialist
3 weeks ago
Boston, United States Cypress HCM Full timeOperations Specialist (Financial)Location: Boston, MAHybrid: 3 days onsiteEmployees: 500| Team Size: 10-15Industry: Law FirmThe Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and will be heavily involved in reviewing cash and asset requests, entering...
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Operational Specialist
5 days ago
Boston, United States Cypress HCM Full timeOperations Specialist (Financial)Location: Boston, MAHybrid: 3 days onsiteEmployees: 500| Team Size: 10-15Industry: Law FirmThe Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and will be heavily involved in reviewing cash and asset requests, entering...
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Operational Specialist
14 hours ago
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Operations Specialist
1 month ago
Boston, United States The Panther Group Full timeOur client, a well-known firm, is seeking an Operation Specialist to join their growing team.Responsibilities: Processing checks, wires, ACH payments, transfers and receipts. Maintenance of all recurring cash items. Reconciliation of cash balances and addressing all discrepancies Supporting the Asset team processing internal account transfers and stock...
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Operations Specialist
9 hours ago
Boston, United States The Panther Group Full timeOur client, a well-known firm, is seeking an Operation Specialist to join their growing team.Responsibilities: Processing checks, wires, ACH payments, transfers and receipts. Maintenance of all recurring cash items. Reconciliation of cash balances and addressing all discrepancies Supporting the Asset team processing internal account transfers and stock...
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Operations Specialist
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Boston, United States Massachusetts Nonprofit Network Inc Full timeThe Operations Specialist contributes to CLM's mission through day-to-day office management including financial processes, human resources, and administrative support to the staff and Board, as well as coordination of membership activities including meeting logistics and renewals. This role provides critical “customer service” to our members and...
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Operations Support Specialist
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Boston, United States Citizenship and Immigration Services Full timeSummary This position is located in Field Operations Directorate, Office of Field Operations, District 11. As an Operations Support Specialist , you will execute and provide advice and technical assistance to district and field managers and staff on a wide variety of administrative, financial, and human resources services essential in supporting the...
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Delivery Specialist
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