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Investment Operations Supervisor
2 months ago
Key Responsibilities:
- Conducts a range of operational tasks within a designated segment of Investment Operations.
- Investigates and addresses operational and/or accounting discrepancies, which may require thorough examination.
- Collaborates with Investment and other internal teams to resolve challenges and guarantee effective service delivery to clients.
- Maintains the precision of account statements and related information.
- Confirms account entries, ensures totals are accurate, and prepares necessary corrections as required.
- Ensures compliance with all documentation standards.
- Handles inquiries via phone or written communication and conducts research as needed for special requests from clients, brokers, or internal staff.
- Please note that we are unable to sponsor applicants requiring work authorization or visas for the positions currently available.
- We kindly request that only candidates who already possess the legal right to work in the United States apply for consideration.