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Investment Operations Specialist

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

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 Investment / Wealth Management / Financial Services industry experience, preferred

  • Must be very detail orientated

  • Must have strong time management and organizational skills

  • Must have excellent communication skills, written and verbal

  • Must be a team player


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