Investment Operations Specialist

2 weeks ago


Little Rock, Arkansas, United States Simmons Bank Full time
Job Summary

We are seeking a highly skilled Investment Operations Specialist to join our team at Simmons Bank. As a key member of our Wealth Management team, you will be responsible for executing and monitoring investment transactions, reconciling trades, and maintaining accurate records.

Key Responsibilities
  • Assist Portfolio Managers and Strategists with trade execution for clients, ensuring accurate documentation and allocation in our systems.
  • Maintain relationships with brokers and vendors to optimize operational processes.
  • Perform daily account balancing and reconciliation to ensure system accuracy.
  • Provide reports and proposals for key clients on a periodic basis.
  • Ensure compliance with applicable laws, regulations, policies, and procedures.
Requirements
  • High school diploma or equivalent and four to six years of experience in a trust assistant or similar role.
  • Ability to read and comprehend instructions, correspondence, and government regulations.
  • Proficiency in MS Office programs, Adobe Acrobat, and trust systems such as AddVantage Preferred.
  • Excellent communication and teamwork skills.
What We Offer

Simmons Bank is committed to equal employment opportunities and affirmative action programs. We offer a dynamic work environment, competitive compensation, and opportunities for professional growth and development.



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