Finance Operations Specialist
4 days ago
We are seeking an experienced Finance Operations Specialist to join our team. In this role, you will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.
About the Job- You will communicate timely and effectively with trust administration, investment officers, trade services, and various other departments as required.
- You will establish and maintain strong working relationships with mutual fund representatives and service providers.
In addition, you will provide operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes.
Key Responsibilities:- Setting up securities, general account and asset level maintenance with some level of supervision.
- Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
- Understanding and achieving established Service Level Agreements.
- Accountable for compliance with established department policies and procedures.
To be successful in this role, you will need:
- Bachelor's Degree in related fields (Business or Finance) Or Two Years of equivalent experience in Finance.
- Excel experience (filtering and sorting features and functions).
- Great communication, energy, and work ethic.
- A basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients.
We offer a competitive salary range of $60,000 - $80,000 per year, depending on your experience.
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