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Investment Operations Specialist

2 months ago

Milwaukee, United States Russell Tobin Full time



What are we looking for in our Investment Operations Specialist?

Russell Tobin and Associates/Pride Global is currently seeking Investment Operations Specialist in Milwaukee, WI 53212 (Hybrid).

Apply now, for immediate consideration

Title: Investment Operations Specialist

Pay Rate: $20/hour. to 22.37/hour. on W2. DOE.

Work Location: Milwaukee, WI 53212 (Hybrid)

Duration: Till Jan 31, 2025 (with possible extension)

Position Overview:

  • The person filling this role would primarily focus on supporting account administrators with asset setups.
  • A secondary focus would be to resolve accounting breaks.
  • The Position will be responsible for physical assets setups which will require close attention to detail, accuracy, and manual data entry.
  • Position will also be responsible for researching and resolving any reconciliation breaks that have been identified by our fund accounting teams.
  • These tasks will require strong analytical, organization, and communication skills.

Requirements

  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.

Preferred Skills/Experience

  • Some knowledge of trust and securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s)
  • Basic knowledge of regulatory and accounting principles
  • Strong analytical, problem-solving, decision-making, and organizational skills
  • Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic teamwork environment
  • Strong customer relations, interpersonal, and verbal and written communication skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Financial Background.

Education Requirements

  • Bachelor's degree, or equivalent work experience of 1-3 years.

ABOUT US:

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies.

As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

Russell Tobin offers eligible employees 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.

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Rate/Salary: Pay Rate: $20/hour. to 22.37/hour. on W2. DOE.