Investment Operations Specialist

1 day ago


Naperville, Illinois, United States Pma Financial Network Full time
Job Description

Summary

The Investment Operations Specialist is responsible for providing middle office money movement across various investment and banking platforms. The primary responsibility is the transfer of investment funds via Fed-Wire transfers and ACH transactions.

Key Responsibilities:

  • Consistently demonstrates exceptional internal and external service with clients, coworkers, along with the core values: Integrity, Performance and Commitment.
  • Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.
  • Initiate transfers of funds via either wire transfer or ACH, including foreign currency transactions. Approve transfers for designated funds.
  • Initiate wires and confirm receipt of funds for CD activity.
  • Read incoming materials to determine the appropriate action.
  • Receive and add planned and unplanned wires to PMA systems; Update systems so advisors know whether to follow up with clients; notify other departments of receipt.
  • Conduct Daily balancing responsibilities for assigned funds at start of day and end of day.
  • Input new repetitive funds transfer instructions for both banks and clients into the PMA and/or bank systems.
  • Promptly answer questions about records or files and or investigate and correct errors upon request of supervisor and/or client. Correct errors as directed.
  • Assist in the review and improvement of processes and procedures.
  • Other duties and responsibilities as assigned by management.

Requirements:

  • Bachelor's degree (B.A.) from four-year college or university; or equivalent related experience and/or training is required.
  • Ability to take initiative and willingness to go the extra mile for our clients.
  • Attention to detail.
  • Ability to prioritize work with many conflicting deadlines.
  • Ability to work well under pressure.
  • Ability to collaborate and problem solve with both technology and business team members.
  • Excellent English communication skills, both written and verbal.


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