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Investment Operations Specialist
2 months ago
Russell Tobin is seeking a skilled Investment Operations Specialist to support our clients. This is an excellent opportunity to work with a dynamic team and gain valuable experience in the banking industry.
Key Responsibilities:
- Perform a variety of operational duties within an assigned area of Investment Operations.
- Research and resolve operational and/or accounting exceptions, some of which may involve extensive review.
- Interface with Investment and other internal personnel to resolve issues and ensure efficient service to customers.
- Ensure the accuracy of account statements and information.
- Verify account entries, ensure totals balance and prepare correcting adjustments as needed.
- Ensure that all documentation requirements are satisfied.
- Respond to inquiries and perform research necessitated by special requests from customers, brokers or internal employees.
- Place and confirm open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.
- Communicate timely and effectively with trust administration, investment officers, trade services, and various other departments as required.
- Establish and maintain strong working relationships with mutual fund representatives and service providers.
Requirements:
- Bachelor's Degree or at least 2 years Operations Experience demonstrating having to work with numbers and to what capacity.
- Finance experience preferred.
- Business accounting economics, math etc.
Benefits:
Russell Tobin offers eligible employees comprehensive healthcare coverage, supplemental coverage, a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
