Operations Specialist

2 weeks ago


Fort Worth, Texas, United States SS&C Full time

SS&C is a global leader in investment and financial services, as well as software solutions for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C is headquartered in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries. Approximately 18,000 organizations in financial services and healthcare, ranging from the largest institutions to local firms, rely on SS&C's products and services to manage and account for their investments.

Position Overview

Operations Specialist - Unique Assets

Location: Fort Worth, TX

SS&C | Innovest, a prominent provider of Unique Asset Managed Services, is seeking a qualified candidate to become part of its Unique Asset Management Team. This role will primarily focus on executing daily operational tasks and meeting critical deadlines. This is an excellent opportunity to engage with a highly efficient team in a dynamic, deadline-oriented environment. The position is full-time and may require occasional overtime and weekend work.

Why You Will Appreciate Working Here

  • Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Diversity & Inclusion: Committed to Welcoming, Celebrating, and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel, and more

Key Responsibilities:

  • Processing revenue, expense, and property tax payments
  • Communicating with clients and vendors via email, telephone, or written correspondence
  • Assisting with special project research related to accounting, real estate, and minerals
  • Scanning and indexing data into shared system files for accurate and efficient record-keeping
  • Preparing and maintaining electronic files
  • Conducting reconciliations
  • Performing other miscellaneous duties as required
  • This is an essential staff position requiring in-office work five days a week

Qualifications:

  • Knowledge of real estate, minerals, loans, trust industry, oil & gas, and property taxes
  • Ability to collaborate with others to foster high morale and commitment to team objectives, demonstrating a positive attitude and willingness to assist
  • Proficient in problem-solving with sound judgment and a realistic understanding of issues
  • Client-focused with a problem-solving mindset while managing deadline-driven, critical client needs
  • Strong interpersonal and communication skills, capable of working effectively with a diverse range of stakeholders
  • Excellent organizational and prioritization abilities
  • Experience with PC and Windows-based operating systems
  • Adept at analyzing and interpreting customer needs to provide suitable solutions
  • Effective communication skills, both verbal and written
  • Ability to develop, maintain, and adhere to recordkeeping systems and procedures

Minimum Job Requirements:

  • High School diploma; college degree preferred
  • 3-5 years of experience in data entry
  • Proficiency in Microsoft Products: Outlook, Word, Excel
  • Accurate and rapid 10-key processing and typing speed of 50 words per minute

Thank you for considering this opportunity with SS&C.



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