Investment Operations Specialist
Supports Back Office operations.
Support Trader(s) with trade execution as well as various administration tasks.
Place Stock, Option, Mutual Fund, Bond Trades.
Transfer funds to/from CAP, Brokerage, IRA and DDA Accounts.
Fulfill IRA distribution request.
Provide information on customer accounts.
Problem solve/research account & trade issues.
New Accounts set up / maintenance
Outgoing, adaptable and flexible
Able to work well with minimal supervision
Strong attention to detail
Excellent written / verbal communication skills