Investment Operations Specialist
6 days ago
At First National Bank, we are seeking a highly skilled Investment Operations Specialist to join our team. As an Investment Operations Specialist, you will play a critical role in providing exceptional service to our clients by assisting Investment Officers with investment services, including developing and implementing asset allocation strategies, executing trades, and analyzing investments.
Key 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, and participate in special projects as needed.
- 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), and demonstrated analytical decision-making and problem-solving skills.
- Ability to communicate effectively, both verbally and in writing, and handle sensitive information with confidentiality.
- Ability to work under pressure, perform several tasks simultaneously, and adhere to company, industry, and regulatory standards and requirements.
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 and use a computer and other office equipment.
- Work environment: While performing the duties of this job, the employee is frequently located inside an office building.
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Investment Operations Specialist
3 weeks ago
Ames, Iowa, United States First National Bank Full timeJob SummaryWe 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 ResponsibilitiesMonitor and...
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Investment Operations Specialist
2 weeks ago
Ames, Iowa, United States First National Bank Full timeJob SummaryWe are seeking a highly skilled Investment Operations Specialist to join our team at First National Bank. As a key member of our investment services team, you will be responsible for providing exceptional service to our clients and assisting Investment Officers with various investment-related tasks.Key ResponsibilitiesAssist Investment Officers...
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Investment Operations Specialist
2 weeks ago
Ames, Iowa, United States First National Bank Full timeJob SummaryWe are seeking a highly skilled Investment Operations Specialist to join our team at First National Bank. As a key member of our investment services team, you will be responsible for providing exceptional service to our clients and assisting our Investment Officers with various investment-related tasks.Key ResponsibilitiesAssist Investment...
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Investment Operations Specialist
2 weeks ago
Ames, Iowa, United States First National Bank Full timeJob SummaryWe are seeking a highly skilled Investment Operations Specialist to join our team at First National Bank. As a key member of our investment services team, you will be responsible for providing exceptional service to our clients and assisting Investment Officers with various investment-related tasks.Main ResponsibilitiesAssist Investment Officers...
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Investment Operations Specialist
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