Investment Operations Support Specialist

1 day ago

Richmond, California, United States The London Company Full time
Job Overview

We are seeking a highly skilled and motivated Operations Support Administrator to join our team. This role will provide comprehensive administrative support to the Operations Team, ensuring the smooth execution of daily tasks and responsibilities.

The successful candidate will have excellent organizational skills, attention to detail, and the ability to work independently in a fast-paced environment. A strong analytical mindset and proficiency in Microsoft Office suite, particularly Excel, are essential for this role.

About the Job

  • Provide administrative support to the Operations Team, including data entry, filing, and record-keeping.
  • Daily reconciliation of portfolio transactions and positions using custodian data files.
  • Facilitate and process new accounts, as well as changes or updates to existing accounts.
  • Prepare and execute various client reports, including meeting books, client questionnaires, and internal reports.
  • Communicate directly with clients, consultants, custodians, and other industry professionals, providing high-quality customer service.
  • Maintain accurate and up-to-date client information and files in CRM and document management system.
  • Adhere to Company and Industry Compliance regulations.
  • Maintain the confidentiality of all sensitive and confidential issues.

Requirements

  • Bachelor's degree preferably in Business, Finance, or Economics and/or 2 years of working experience in a related field.
  • Highly organized and strong attention to detail.
  • Curious mindset with a strong zeal to learn and adapt to new challenges.
  • Demonstrates the ability to work independently and collaboratively within a team environment.
  • Excellent verbal and written communication skills.
  • Strong analytical mindset with the ability to quickly learn new software(s).
  • Proficient in Microsoft Office suite, particularly Excel.
  • Ability to perform technical, specialized, and complex work using independent judgment.
  • Capability to multi-task efficiently, understand detailed work instructions, and manage multiple daily priorities to complete assignments timely and accurately.
  • Knowledge of SS&C Advent Software products and Salesforce a plus.
  • Willingness to learn and/or develop new procedures as needed.

Benefits

We offer a competitive salary of $60,000 - $70,000 per year, depending on experience, plus a market-leading benefits package, including:

  • 100% paid medical, dental, and vision insurance for employees.
  • 401(k) plan with company match.
  • Professional development opportunities.
  • Gym membership.
  • Generous vacation package.

About Us

The London Company is an established, nationally recognized investment firm with an ownership culture. We were recently named by The Richmond Times-Dispatch as a three-year Top Workplace in the greater Richmond area. Our largest asset is our people, so we focus on retaining and investing in our employees for the long-term. Evaluations and strategic planning aim to position employees to maximize their potential. We strongly believe an ownership culture is paramount to continued success and apply this belief across all functions of the firm.

Mission Statement

Our passion is investing. Our mission is to channel that passion to enrich the lives of our clients and colleagues in an enduring and meaningful way.

Core Values

At The London Company, we embrace integrity, dedication, and respect.

Vision

To provide unmatched downside protection and re-write the books on client service and team engagement.

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