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Accounting - Investment Operations Specialist

2 months ago


Saint Paul, United States Russell Tobin & Associates Full time



What are we looking for in our Accounting - Investment Operations Specialist?

Russell Tobin & Associates is seeking an Investment Operations Specialist to work for one of our top clients in Saint Paul, MN 55107

The Investment Operations Specialist provides dedicated support to custody clients in helping set up their accounts on internal systems.

Apply Now

Employment Type: Contract (1 yr)

Location: Saint Paul, MN 55107

Pay rate: $20-$22.56/hr

Responsibilities:

  • Validate new account documentation is completed
  • Ensure account openings are processed timely and accurately based on client elections with critical documents being retained within systems of record, including initiation of fee billing for new accounts
  • Effectively communicate efforts, status updates, and challenges to all internal contacts, ensuring proper escalation as needed
  • Embracing technology and finding new ways to solve problems

Requirements:

  • Associate degree, or equivalent work experience
  • Two to four years of job-related experience, preferably in institutional trust and/or financial industry

Nice to have:

  • Thorough knowledge of trust administration, mutual fund products, and sales
  • Thorough knowledge of account management, trust operations, project management, and legal regulations
  • Ability to resolve complex problems with minimal guidance
  • Effective interpersonal, verbal, and written communication skills

Benefits that Russell Tobin offers:

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization.

We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies.

As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

#CB

Rate/Salary: 20-22.56