Investment Operations Specialist
2 weeks ago
BCforward is seeking a highly motivated Investment Operations Specialist to join our team in Cincinnati, OH.
Job Summary:We are looking for a detail-oriented and organized individual to perform a variety of operational duties within our Investment Operations department. The successful candidate will be responsible for researching and resolving operational and/or accounting exceptions, interfacing with internal personnel to resolve issues, and ensuring the accuracy of account statements and information.
Key Responsibilities:- Validate new account documentation and ensure account openings are processed timely and accurately
- Effectively communicate efforts, status updates, and challenges to internal contacts
- Embracing technology and finding new ways to solve problems
- Associate's degree or equivalent work experience
- Two to four years of job-related experience, preferably in institutional trust and/or financial industry
- Thorough knowledge of trust administration, mutual fund products, and sales
- Ability to resolve complex problems with minimal guidance
BCforward offers a comprehensive benefits package, including major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.
About BCforward:Founded in 1998, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. We champion the power of human potential to help companies transform, accelerate, and scale.
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