Investment Operations Specialist
7 days ago
What are we looking for in our Investment Operations Specialist?
Russell Tobin's client, a diversified financial services company is hiring an Investment Operations Specialist to work in Saint Paul, MN (Hybrid)
Apply Now
Employment Type: Contract/Hybrid
Location: Saint Paul, MN
Pay rate: $18-$22/hr. DOE
Responsibilities:
- Responsible for managing and reconciling all output processing (statements, books and record letters, client letters, trade confirms, etc).
- Create and send verification letters for clients.
- Research client inquires as it pertains to output, documents and escalate/resolve with vendor
- Employee will interact with internal teams and our print vendors (Broadridge and RR Donnelly). All interactions will be through email or teams' meetings
- MS Office applications - excel and access databases used daily. Email and teams used daily
Required Skills:
- Strong analytical and forecasting skills
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to work as part of a project team
- Effective verbal and written presentation and communication skills
- Proficient computer navigation skills using a variety of software
packages including Microsoft Office applications
- Organized and likes structure - Someone who is able to multitask but is detail orientated.
- Can work in a fast-paced environment.
Requirements:
- Bachelor’s degree, or equivalent work experience - Four or more years of related experience
Nice to have:
- Thorough knowledge of policies, plans, procedures, products and regulatory requirements for assigned business unit
Benefits that Russell Tobin offers:
Russell Tobin offers eligible employee’s 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.
#CBRate/Salary: $18-$22/hr. DOE
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