Investment Operations Specialist
2 days ago
We are seeking a highly skilled Investment Operations Specialist to join our team at Pyramid Consulting, Inc. This is a contract opportunity with long-term potential, located in Saint Paul, MN (Hybrid).
Key Responsibilities:- Compile and organize client documents, ensuring accuracy and attention to detail.
- Validate data on forms and documents, adhering to FINRA regulations.
- Perform daily reconciliations and process proxy documents, maintaining a high level of proficiency.
- Respond promptly to inquiries and communicate effectively with team members.
- Identify and troubleshoot issues related to reconciliations and document processing, demonstrating problem-solving skills.
- Demonstrate proficiency in Microsoft Office Suite and possess basic computer troubleshooting skills.
- Bachelor's degree in finance or a related field is preferred, but not required.
- Prior experience in the finance industry is beneficial, with a focus on organizational and multitasking skills.
- Strong attention to detail and ability to work accurately under pressure are essential.
- Excellent written and verbal communication skills are required, with the ability to meet deadlines and SLAs.
- Proficiency in Microsoft Office Suite is necessary.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment, prohibiting discrimination and harassment of any type without regard to protected characteristics.
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Investment Operations Specialist
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Gondrecourt-le-Château, Grand Est, United States Rose International Full time{"title": "Job Description", "content": "Job SummaryWe are seeking a highly organized and detail-oriented Investment Operations Specialist to join our team. The successful candidate will be responsible for managing and reconciling all output processing, creating and sending verification letters for clients, and researching client inquiries.Key...
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