Financial Operations Specialist

2 weeks ago


GondrecourtleChâteau, Grand Est, United States Pyramid Consulting, Inc Full time

We are currently seeking a skilled Investment Operations Specialist for a contract opportunity that offers long-term potential. This role involves working closely with various teams to ensure the smooth operation of investment-related processes.

Job Overview:

Compensation: $21 - $23/hour. Employee benefits include health insurance (medical, dental, vision) and a 401(k) plan.

Work Environment: This position requires in-office attendance, with a possibility of transitioning to a hybrid model in the future.

Key Responsibilities:

  • Deliver exceptional support to investment sales personnel, internal teams, clients, and compliance by addressing and resolving inquiries, research requests, and compliance-related questions linked to investment operations.
  • Facilitate all investment operations procedures, acting as a crucial link between back-office and front-office staff.
  • Identify and analyze the root causes of operational issues.
  • Provide prompt resolutions to problems to meet regulatory standards and service level agreements.
  • Follow up with internal and external clients to ensure effective problem resolution.
  • Maintain comprehensive documentation of all operational activities.
  • Execute a variety of operational tasks within the Investment Operations sector.
  • Investigate and rectify operational and accounting discrepancies, which may require thorough examination.
  • Collaborate with investment and other internal teams to resolve issues and guarantee efficient service delivery to clients.
  • Ensure the accuracy of account statements and related information.
  • Verify account entries, confirm balances, and prepare necessary adjustments.
  • Ensure compliance with all documentation requirements.
  • Respond to inquiries via phone or written communication and conduct research as needed for special requests from clients, brokers, or internal staff.

Qualifications and Experience:

  • High School diploma or equivalent.
  • Three to five years of relevant experience in investment operations.
  • Strong understanding of investment operations, including both manual and automated processes.
  • Excellent customer service skills.
  • Well-developed interpersonal, verbal, and written communication abilities.
  • Capability to manage multiple tasks and projects under tight deadlines.
  • Proficient in using various software applications, including Microsoft Office.
  • Strong planning, problem-solving, and organizational skills.
  • Adept at identifying and resolving or escalating issues as necessary.
  • Detail-oriented with strong data entry skills and the ability to multitask effectively.

Pyramid Consulting, Inc. is committed to providing equal employment opportunities to all employees and applicants for employment, prohibiting discrimination and harassment of any kind.



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