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Investment Operations Specialist

Job Type : Temp/Contract
Hours : Full Time
Travel : No
Relocation : No

Job Description :

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


Required Qualifications :
Prior financial services experience, strongly preferred
Positive Attitude
Outgoing, adaptable and flexible
Able to work well with minimal supervision
Takes initiative
Fast learner
Strong attention to detail
Excellent written / verbal communication skills



17-22/hr
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