Operations Specialist
2 weeks ago
Job Title: Operations Specialist
Job Summary: We are seeking an experienced Operations Specialist to join our team at Ultimate Staffing. As an Operations Specialist, you will work closely with our investment professionals and client service specialists to deliver operational support to our clients.
Key Responsibilities:
- Review and maintain data integrity in Orion and Salesforce systems
- Investigate and resolve errors in transactions and data
- Assist colleagues in navigating systems and locating data
- Maintain real estate and private equity holdings via Orion Alternative Investments Platform
- Perform manual posting of transactions and reconciliation of holdings
- Backup of equity and fixed income trading, settlement, and securities data maintenance
- Provide backup support for Receptionist
Requirements:
- Experience in financial services, accounting, or similar field required
- Proficiency in Microsoft Suite; experience with Orion and Salesforce strongly preferred
- Exceptional ability to prioritize competing tasks and meet deadlines effectively
- Attention to detail and accuracy
- Ability to work both independently and collaboratively as part of a team
- Strong communication skills
- Bachelor's degree preferred
- Background check required
Why Join Our Team: At Ultimate Staffing, we value our employees and offer a dynamic and supportive work environment. We are committed to providing our clients with exceptional service and support, and we are seeking a talented Operations Specialist to join our team.
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