job summary : Responsibilities :
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.
Skills : Banking Operations, Verbal Communication, Operations Experience : Experienced2 year(s)
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.
qualifications : Experience
Experience
- Experienced
- 2 years
Education
Bachelors
skills :
- Banking Operations
- Verbal Communication
- Operations
Investment Operations Specialist
Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required. ...
Investment Operations Specialist
Investment Operations Specialist?. Investment Operations Specialist. Investment Operations Specialist. ...
Alternative Investments Operations Specialist l (Hybrid)
UMB is a nationally respected investment services provider offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial se...
Investment Operations Specialist
Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required. ...
Investment Operations Specialist
Performs a variety of operational duties within an assigned area of Investment Operations. Skills:Banking Operations, Verbal Communication, Operations Experience:Experienced2 year(s). Performs a variety of operational duties within an assigned area of Investment Operations. Interfaces with Investmen...
Investment Operations Specialist
Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required. ...
Accounting - Investment Operations Specialist
Performs a variety of operational duties within an assigned area of Investment Operations. Minimum education requirements - Bachelors Degree or Operations Experience. Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as ...
Expert Business Analyst - Lean Six Sigma $86,800.00 - $111,000 per year
Expert Business Analyst - Lean Six Sigma. Nine or more years of experience working as a business analyst or ‘requirements translator’ between technical and non-technical personnel, with 3 or more years of Medicaid and Medicare experience preferred. Join the group that solves business challenges and ...
Case Manager - Intoxicated Driver Intervention Program - Waukesha County
Monitor bail conditions of persons ordered by the Court into the Intoxicated Driver Intervention Program to include scheduling and providing weekly supervision in the office. Conduct and record random drug testing on persons served across all Waukesha Court Service programs as required. Knowledge of...
Program Manager I-Learners
Work with program staff within the KNN Learner Network area and across the KNN Program Office. Oversee the collection, analysis, and dissemination of program data; contribute to the reporting of program data and project progress. Participate in the development of program resources through literature...