Investment Operations Specialist

7 days ago


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

We 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 Responsibilities
  • Assist Investment Officers with developing and implementing asset allocation strategies
  • Execute trades, analyze investments, and monitor holdings
  • Process asset transfers, proposal amendments, and annual reviews
  • Communicate effectively with clients and respond to their investment service questions
  • Prepare reports for client and prospect meetings
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 and maintain confidentiality
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.

The employee is frequently required to sit and use a computer and other office equipment. The employee may occasionally be required to travel to other locations.



  • Ames, Iowa, United States First National Bank Full time

    Job 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...


  • Ames, Iowa, United States First National Bank Full time

    Job 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...


  • Ames, Iowa, United States First National Bank Full time

    Job 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...


  • Ames, Iowa, United States First National Bank Full time

    Job 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 support to our clients and investment officers.Key ResponsibilitiesAssist investment officers in providing top-notch service to clients,...


  • Ames, Iowa, United States BASF Corporation Full time

    Now hiring Process Improvement SpecialistWe are seeking a Process Improvement Specialist to enhance our Agricultural Solutions division.Relocation assistance may be provided if necessary.Join us in creating innovative solutionsBASF's Agricultural Solutions sector merges innovation with sustainability, fostering collaboration among customers, partners, and...

  • Travel Nurse RN

    2 weeks ago


    Ames, Iowa, United States Medical Solutions Full time

    Travel Nurse RN - Operating Room SpecialistWe are seeking a skilled Registered Nurse to join our team as an Operating Room Specialist in a travel position. This is a fantastic opportunity to work in a dynamic environment and gain valuable experience.Key Responsibilities:Provide high-quality patient care in the Operating RoomCollaborate with the surgical team...


  • Ames, Iowa, United States BASF Corporation Full time

    Now hiring Process Improvement SpecialistWe are seeking a Process Improvement Specialist to enhance our Agricultural Solutions division.About BASF's Agricultural SolutionsBASF's Agricultural Solutions division integrates innovation, customer collaboration, and agricultural expertise while embedding sustainability into all business practices. Our mission is...

  • Travel Nurse RN

    2 weeks ago


    Ames, Iowa, United States Host Healthcare Full time

    Job DetailsJob Title: Travel Nurse RN - Operating Room SpecialistJob Type: Travel NursingLocation: Ames, IowaDuration: 13 weeksShift: 8 hours, daysEmployment Type: TravelAbout the JobHost Healthcare is seeking a skilled Operating Room Travel Nurse to join our team. As a travel nurse, you will have the opportunity to work in a variety of settings and gain...


  • Ames, Iowa, United States Aerotek Full time

    Job Summary:We are seeking a skilled Fabrication Specialist to join our team at Aerotek. As a Fabrication Specialist, you will be responsible for performing complex welding assignments independently, setting up and operating oxyacetylene torch and plasma cutter, and performing quality checks during fabrication.Key Responsibilities:Perform complex welding...


  • Ames, Iowa, United States Aerotek Full time

    Job Title: Fabrication Specialist Job Summary: We are seeking a skilled Fabrication Specialist to join our team at Aerotek. As a Fabrication Specialist, you will be responsible for performing complex welding assignments independently, setting up and operating oxyacetylene torch and plasma cutter for all types of tasks, and driving and operating trucks,...

  • Crane Operator

    4 days ago


    Ames, Iowa, United States Woodruff Construction Full time

    Crane Operator Job DescriptionWoodruff Construction is seeking a reliable and hard-working Crane Operator to join our team in Ames, IA.We offer a dynamic environment where each individual is challenged to be their best, and we are continually searching for goal-driven candidates to join our team.We are committed to employing a diverse workforce and encourage...


  • Ames, Iowa, United States FusionWorks Full time

    About the RoleFusionWorks is seeking a highly skilled and experienced Maintenance Director for Technical Operations to lead our maintenance team and drive process improvements.Key ResponsibilitiesTeam Leadership: Lead the maintenance team, conduct regular feedback and development discussions, and set goals to ensure the team's success.Maintenance Planning:...


  • Ames, Iowa, United States Synectics Inc Full time

    Job OverviewPosition Summary: The Quality Assurance Laboratory Specialist is responsible for upholding product excellence by conducting comprehensive physical and chemical evaluations of raw materials, in-process samples, and finished goods to support the production workflow. Perform systematic analysis of routine samples utilizing a variety of laboratory...


  • Ames, Iowa, United States Source Medical Staffing Full time

    Job Title: Diagnostic Imaging SpecialistJob Type: Full-time, ContractLocation: Ames, IowaAbout Source Medical Staffing:We are a leading healthcare staffing agency dedicated to providing top-notch medical professionals to healthcare facilities across the country. Our team of experts is passionate about making a difference in the lives of patients and...


  • Ames, Iowa, United States Trace Genomics Full time

    Job OverviewTrace Genomics is on the lookout for a Customer Operations Specialist to enhance our expanding team. Our innovative aggregated soil data products deliver exceptional value to our enterprise clients, providing insights that empower them to make informed decisions regarding product targeting, sustainability objectives, and enhancing farmer...


  • Ames, Iowa, United States Trace Genomics Full time

    Job OverviewTrace Genomics is in search of a Customer Operations Specialist to enhance our expanding team. Our innovative aggregated soil data solutions deliver exceptional value to our enterprise clients, offering insights that empower them to make informed decisions regarding product targeting, sustainability objectives, and enhancing farmer...


  • Ames, Iowa, United States Source Medical Staffing Full time

    Job Title: Diagnostic Imaging SpecialistJob Summary:Source Medical Staffing is seeking a skilled Diagnostic Imaging Specialist to join our team. As a Diagnostic Imaging Specialist, you will be responsible for operating imaging equipment to produce high-quality diagnostic images for medical professionals to interpret.Responsibilities:Operate imaging equipment...


  • Ames, Iowa, United States Trace Genomics Full time

    Job OverviewTrace Genomics is on the lookout for a Customer Operations Specialist to enhance our expanding team. Our innovative aggregated soil data products deliver exceptional value to our enterprise clients, providing insights that empower them to make informed decisions regarding product targeting, sustainability objectives, and ultimately, enhancing...


  • Ames, Iowa, United States HNI Corporation Full time

    This is an on-site position.Become a vital member of the HNI Corporation team and contribute to the creation of outstanding workplace environments. We are in search of a skilled Manufacturing Maintenance Specialist to join ourHNI Workplace Furnishingsdivision.HNI Corporationis a worldwide collective of brands focused on enhancing the environments where we...


  • Ames, Iowa, United States Johnstone Supply Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our team as a Warehouse and Driver. As a key member of our operations team, you will be responsible for receiving and stocking inventory, delivering products to customers within a 100-mile radius, and loading and unloading trucks.Key ResponsibilitiesReceive and stock...