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