Administrative Specialist: Investment Operations
2 days ago
We empower individual investors and financial professionals by removing the barriers to investment freedom. As an IRS-approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.
Job SummaryThis role supports the operations team in maintaining accurate and efficient processing of client requests, ensuring compliance with documented processes and procedures. The successful candidate will possess excellent organizational and communication skills, as well as the ability to work effectively in a fast-paced environment.
Responsibilities:- Process client requests accurately and efficiently, adhering to established protocols and guidelines.
- Maintain accurate records and documentation, both physical and electronic.
- Operate in a professional office environment, utilizing standard office equipment.
- Collaborate with the operations team to ensure seamless processing and resolution of client inquiries.
- Perform other related duties as assigned.
- High School Diploma or equivalent required.
- Associate's degree preferred.
- Minimum 1 year of data entry and/or document management experience preferred.
- Minimum 1 year experience in a fast-paced, customer-driven environment preferred.
- Basic level proficiency in Microsoft Office.
- Intermediate 10-key skills.
- Able to type at least 45+ WPM preferred.
-
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAbout the Role:">We are seeking a highly skilled Senior Database Administrator to join our team at Fidelity Investments. The ideal candidate will have experience with Oracle databases and replication technologies, including Golden Gate.Key Responsibilities:Analyze and implement database technology infrastructure solutions to resolve technical issues...
-
Technical Operations Specialist
7 days ago
Westlake, Ohio, United States Technology Recovery Group Full timeJob SummaryWe are seeking a detail-oriented Technical Operations Specialist to join our team at Technology Recovery Group. This is an exciting opportunity for a NetSuite administrator to take ownership of standard administrative duties for a multi-subsidiary NetSuite environment.About UsTechnology Recovery Group, a subsidiary of TruWest Holdings, scales...
-
Financial Services Operations Specialist TX
6 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a highly motivated Financial Services Operations Specialist to join our Restricted Stock Services team in Texas. As a key member of the team, you will be responsible for assisting clients with selling restricted securities while ensuring regulatory compliance.About the RoleThe ideal candidate will have a strong understanding of...
-
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeCompany OverviewFidelity Investments is a leading financial services company that provides a range of products and services to individuals, businesses, and institutions. We are committed to delivering exceptional value to our clients and helping them achieve their financial goals.SalaryThe estimated salary for this role is $150,000 - $200,000 per year,...
-
Director of Operational Excellence
3 days ago
Westlake, Ohio, United States Equity Trust Full timeJob SummaryThe Director of Operational Excellence plays a crucial role in driving business growth and profitability by providing overall management, direction, and guidance of operational activities at Equity Trust Company. This position is responsible for maximizing efficiency, productivity, and quality while maintaining a client-centric approach.Key...
-
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly skilled Information Security Professional to join our team at Fidelity Investments. As a Principal Cybersecurity Platform Operator, you will be responsible for performing functions related to Network and Perimeter specialized Security Engineers.Job ResponsibilitiesThe ideal candidate will have strong experience in Email...
-
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAbout Fidelity InvestmentsFidelity Investments is a leading financial services company with a mission to strengthen the financial well-being of our clients.Job SummaryWe are seeking an experienced Senior Database Administrator to lead our data infrastructure team. This role requires a strong background in Oracle database administration, including design,...
-
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity TalentSource LLC seeks a highly skilled Cloud Security Architecture Lead to join our team in Texas. As a key member of our Workplace Investments (WI) Security Architecture group, you will drive cloud security requirements and compliance for our solutions moving to the cloud.Working closely with product teams and architects throughout...
-
Technical Support Specialist Texas Position
4 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAt Fidelity TalentSource LLC, we are seeking a skilled Technical Support Specialist to join our team in Texas. This is a challenging and rewarding role that requires strong technical expertise and excellent communication skills.Fidelity Investments is one of the largest and most diversified global financial services firms, and as a Technical Support...
-
Desktop Support Specialist
4 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAbout Fidelity TalentSourceFidelity TalentSource, formerly known as Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms.Job Description:We are seeking a skilled Desktop Support Specialist to join our team. As a Desktop Support Specialist, you will be...
-
Operational Portfolio Manager
7 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeFidelity Charitable seeks a Director, Portfolio Oversight to join the Investment Operations team. This role requires a blend of financial expertise, attention to detail, and leadership skills to manage multiple teams and implement processes that optimize operational efficiency.The ideal candidate will oversee reconciliation processes ensuring accuracy,...
-
Business Process Optimization Specialist
4 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeWe are seeking a Business Process Optimization Specialist to join our Carrier Management Team. This role is critical in helping millions of Americans make informed Medicare decisions as we expand our business nationwide.Key Responsibilities:Support the team in process improvement initiatives, leveraging data analysis and project management skills.Develop and...
-
Financial Operations Specialist
1 week ago
Westlake, Ohio, United States Equity Trust Full timeJob DescriptionThe Financial Operations Specialist role at Equity Trust Company is a key position that requires attention to detail and excellent communication skills. As an Operations Associate II in the Account Services and Transfers department, you will be responsible for processing new accounts, incoming and outgoing transfers, and file maintenance...
-
IT Enterprise Risk Management Specialist
6 days ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking an IT Enterprise Risk Management Specialist to join our team at Fidelity Investments. This role will involve leading or participating in professional teams to execute technical audit projects, evaluating the design and effectiveness of applications, infrastructure, and cybersecurity controls and processes.Key...
-
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeFidelity TalentSource LLC is the trusted partner for temporary staffing needs within the financial services industry. We are currently seeking a highly skilled BPM Developer to join our team in Westlake, TX.About the RoleThe ideal candidate will have extensive experience in designing and developing sophisticated Business Process Models using Camunda, as well...
-
Office Support Specialist
1 week ago
Westlake, Ohio, United States WesternScott Fetzer Full timeJob SummaryWe are seeking an experienced Administrative Assistant to join our team at WesternScott Fetzer. As an Office Support Specialist, you will play a vital role in maintaining the smooth operation of our administrative functions.About the RoleThis is a full-time position that requires 3-5 years of experience in Sales Administration or Customer Service....
-
Financial Settlements Specialist
1 week ago
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly skilled Financial Settlements Specialist to join our team at Fidelity Investments.As a key member of our settlements team, you will be responsible for delivering exceptional service to internal and external clients by ensuring timely and accurate settlement of transactions in accordance with policies, procedures, and...
-
Cloud Engineering Specialist
6 days ago
Westlake, Ohio, United States Qualitative Financials Full timeQualitative Financials is seeking a Cloud Engineering Specialist to join their team in Westlake, T.X.As a Cloud Engineering Specialist, you will be responsible for designing, building, and maintaining cloud-based systems that meet the needs of Fidelity Investments. Your primary focus will be on Azure and AWS cloud engineering, DevOps, and Service Now.The...
-
Westlake, Ohio, United States Fidelity TalentSource LLC Full timeJob OverviewFidelity Investments is seeking an experienced Network Operations Executive to join our team. This role will involve establishing and executing a network operating model that emphasizes observability, operational procedures via automation, disciplined ITSM practices, and proactive issue mitigation.Key Responsibilities:Develop and implement a...
-
Tax Compliance Specialist
5 days ago
Westlake, Ohio, United States Equity Trust Full timeJob SummaryThe Tax Analyst role at Equity Trust requires a detail-oriented professional to ensure compliance with all tax regulations and reporting requirements. This position plays a critical part in maximizing opportunities related to credits and exemptions.Key Responsibilities:Filing and Reporting: Prepares the filing and reporting of recipient tax...