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Investment Operations Specialist

1 month ago

Little Rock, Arkansas, United States Simmons Bank Full time
Investment Operations Specialist

Join Simmons Bank's team of dedicated professionals in the Investment Operations department. As an Investment Operations Specialist, you will play a critical role in ensuring the smooth execution of investment transactions, maintaining accurate records, and ensuring compliance with regulations.

Key Responsibilities:
  • Support Portfolio Managers and Wealth Management team members in executing and monitoring investment transactions.
  • Maintain broker and vendor relationships to optimize operational processes.
  • Perform daily balancing and reconciling of accounts to ensure systems are up to date and correct.
  • Provide proposal and client meeting reports for key clients on a periodic basis.
  • Ensure compliance with applicable laws, regulations, policies, and procedures.
Requirements:
  • High School Diploma or equivalent required; four to six years of experience in a trust assistant or similar role preferred.
  • Strong communication and teamwork skills.
  • Ability to multitask in a high-paced environment.
  • Proficiency in MS Office programs, Adobe Acrobat, and AddVantage Preferred.

Simmons Bank is an equal opportunity employer and is committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability, or any other legally protected classifications.