Investment Operations Specialist

5 days ago


GondrecourtleChâteau, Grand Est, United States Rose International Full time
Job Description

Job Summary: We are seeking a highly organized and detail-oriented Investment Operations Specialist to join our team at Rose International. As a key member of our operations team, you will be responsible for managing and reconciling all output processing, creating and sending verification letters for clients, and researching client inquiries.

Key Responsibilities:

  • Output Processing: Manage and reconcile all output processing, including statements, books and record letters, client letters, trade confirms, and other documents.
  • Verification Letters: Create and send verification letters for clients in a timely and accurate manner.
  • Client Inquiries: Research and respond to client inquiries related to output and documents, escalating and resolving issues with vendors as needed.
  • Vendor Interactions: Interact with internal teams and print vendors (Broadridge and RR Donnelly) via email and Teams meetings.
  • MS Office Applications: Utilize MS Office applications, including Excel and Access databases, daily.

Requirements:

  • Education: Bachelor's degree or equivalent work experience.
  • Experience: Four or more years of related experience.
  • Skills: Thorough knowledge of assigned business unit policies, plans, procedures, products, and regulatory requirements. Strong analytical and forecasting skills. Ability to manage multiple tasks and deadlines simultaneously.

Benefits: Rose International offers a competitive benefits package, including [insert benefits].



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