Investment Operations Specialist
1 week ago
Job Title: Investment Operations Specialist
About the Role:
We are seeking a highly motivated Investment Operations Specialist to join our team at BCforward. As an Investment Operations Specialist, you will be responsible for performing a variety of operational duties within an assigned area of Investment Operations.
Key Responsibilities:
- Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review.
- Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers.
- Ensures the accuracy of account statements and information.
- Verifies account entries, ensures total balance, and prepares correcting adjustments as needed.
- Ensures that all documentation requirements are satisfied.
- Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers, or internal employees.
Additional Responsibilities:
- Helps the Cash Control team with daily processing tasks, including opening, bundling, scanning live fee checks, opening, and logging checks, scanning imaging documents, prepping paperwork for third-party checks, submitting requests, creating customer correspondence, etc.
- Potential for assisting with balancing wash banks for daily balancing.
Requirements:
- Loan or Mortgage documentation
- Investment operation
- Banking operation
- Trust operation
About BCforward:
BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.
Benefits:
- BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.
Equal Opportunity Employer:
BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.
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