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Investment Operations Specialist

2 days ago

Saratoga Springs, United States Red Shift Full time

Investment Operations SpecialistLocation: Near Saratoga Springs, NY Salary Range: $60,000 - $69,000 plus bonus Position Overview A client-focused financial services organization is seeking an experienced Investment Operations Specialist to support advisors, operations, and client service initiatives. This role plays a critical part in ensuring accurate, timely investment processing while delivering a high-quality, concierge-style experience to clients. The Investment Operations Specialist serves as a key liaison between advisors, internal support teams, custodians, and clients, helping drive efficiency, productivity, and long-term client satisfaction. Key Responsibilities Support client relationships by delivering responsive, professional service Process investment transactions including trades, money movements, and account funding Open and maintain new client accounts with accuracy and attention to detail Communicate with clients regarding account activity and service needs Log, process, and deposit checks Assist with building investment proposals and reports Execute and support trading activities, including use of portfolio management platforms Meet regularly with relationship managers and sales support staff to review open cases Track and report on monthly investment sales goals Contribute to special projects and operational initiatives as assigned Job Requirements Qualifications & Experience Active NYS Life, Accident & Health license required FINRA licenses required: SIE, Series 6 or 7, and Series 63 Associate degree preferred, or 1-3 years of relevant education and experience; concentrations in finance, accounting, economics, or mathematics are a plus Minimum of 1 year of experience in investment operations or trading support Working knowledge of investment performance calculations (e.g., yield, accrued interest, amortization, duration) Ability to reconcile and troubleshoot cost basis, gain/loss, and transaction data Strong analytical skills with exceptional attention to detail Excellent written and verbal communication skills Ability to manage multiple priorities and deadlines in a fast-paced environment Professional demeanor with a strong commitment to ethics, confidentiality, and client service Technical Skills Proficiency with Microsoft Office, especially Excel and report development Experience with investment platforms and trading systems preferred To see a full listing of all our open positions, please visit: redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.