Investment Operations Specialist

3 weeks ago


Galesburg, Illinois, United States CBI Bank & Trust Full time
Job Summary

We are seeking a highly organized and detail-oriented Investment Operations Associate to join our team at CBI Bank & Trust.

This role is responsible for ensuring the day-to-day operational duties of the Investment Department are handled in a timely, accurate, and professional manner. The successful candidate will support the department by performing a variety of administrative and compliance responsibilities.

Key Responsibilities:

  • Process new accounts and client paperwork
  • Greet clients and prospective clients, answer incoming telephone calls, and sort and distribute mail
  • Send periodic client correspondence, process account transfers, contributions, and redemptions
  • Create client meeting update books and reviews, and send update meeting letters/e-mails to clients
  • Based on licensing, may accept and execute client trade requests, and perform other duties as assigned

Requirements:

  • Must pass mandatory background check (includes fingerprinting) and credit check
  • Excellent time management and organizational skills, ability to handle multiple tasks within tight time frames
  • Excellent attention to detail, strong customer service skills, and proficiency with Microsoft Office software
  • Strong analytical and research skills, strong verbal, written, presentation, and interpersonal communication skills
  • Prefer degree in finance-related field, prefer interest in and knowledge of financial markets and investment securities, and Series 7 and Series 66 licenses preferred but not required


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