Investment Operations Specialist 4
About The Position
Performs a variety of operational duties within an assigned area of Investment Operations. Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information. Verifies account entries, ensures totals balance and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied. Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.
Requirements
- High school diploma or equivalent
- Four or more years of related experience
Nice To Haves
- Advanced knowledge of the investment operations within the assigned area
- Thorough knowledge of the computer applications used in the assigned area
- Strong ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to operate various types of office equipment
- Strong customer service and relations skills
- Ability to identify and resolve/escalate problems
- Advanced mathematical and/or accounting skills
- Good data entry skills
- Effective verbal and written communication skills
Responsibilities
- Performs a variety of operational duties within an assigned area of Investment Operations.
- Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review.
- Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers.
- Ensures the accuracy of account statements and information.
- Verifies account entries, ensures totals balance and prepares correcting adjustments as needed.
- Ensures that all documentation requirements are satisfied.
- Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
