Investment Operations Specialist

3 days ago

Ames, Iowa, United States First National Bank Full time
Job Summary

We are seeking a highly skilled and detail-oriented Investment Operations Specialist to join our team at First National Bank. As an Investment Operations Specialist, you will play a critical role in providing exceptional service to our clients by assisting Investment Officers with various investment services.

Main Responsibilities
  • Monitor and process asset transfers, initial and subsequent funding of investment accounts, and follow up on any issues.
  • Implement initial and subsequent asset allocation and rebalancing trades, and execute buy or sell orders and rebalancing orders.
  • Process proposal amendments, monitor alerts, and annual reviews, and follow up on trade rejects and resolve all trade-related issues.
  • Monitor holdings for program eligibility and administer advisory accounts.
  • Participate in special projects as needed and perform additional duties as assigned.
Requirements
  • Qualification as a registered representative (General Securities Representative, Series 7) or ability to obtain within 6 months of hire.
  • Basic computer literacy with knowledge of Microsoft Office (Word, Excel, Outlook).
  • Demonstrated analytical decision-making and problem-solving skills.
  • Ability to communicate effectively, both verbally and in writing.
  • Ability to handle sensitive information, confidentiality.
  • Ability to adhere to company, industry, and regulatory standards and requirements.
  • Work under pressure and perform several tasks simultaneously.
  • Ability to work independently or in groups.
  • Basic mathematical skills.
  • Excellent customer service skills.
  • Excellent organizational skills.
  • Attention to detail and accuracy.
Working Conditions

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Physical demands: While performing the duties of this job, the employee is frequently required to sit. The employee will frequently use and talk on the telephone and use a computer and other office equipment. The employee may occasionally be required to travel to other locations.
  • Work environment: While performing the duties of this job, the employee is frequently located inside an office building.

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