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Investment Operations Specialist

Doherty Top Talent Saint Paul ,MN
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Do you have experience with investments and finance? Doherty Top Talent is partnering with a leading financial company in St. Paul, MN. We are seeking qualified candidates for an Investment Operations Specialist to work during regular business hours. Compensation for this contract opportunity in the finance industry is $20.00 - $23.00 per hour, depending on experience and skills.

 

Company Summary
This company provides banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions. Their employees are empowered to do the right thing to ensure they share the customers’ vision for success. They work as a partner to their customers, providing financial products and services that make banking safe, simple and convenient, as well as help navigate important milestones and strengthen futures

 

Investment Operations Specialist Main Responsibilities:

  • Performs a variety of operational duties within the account transfers area of Investment
  • Operations including moving securities between accounts, disbursement of funds, daily balancing, and preparation of general ledger entries
  • Processes securities movements including cash transactions, coordination of payment and delivery, and data entry. Inputs transfer information into computer systems or database
  • Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees
  • Ensures the accuracy of statements and information
  • Verifies account entries, balances accounts, and prepares correcting adjustments as needed
  • Ensures that all documentation requirements are satisfied

 

Investment Operations Specialist Key Requirements:

  • High school diploma or equivalent
  • Previous experience in investment operations activities required
  • Ability to identify and resolve exceptions and to interpret data
  • Ability to manage multiple tasks
  • Effective verbal and written communication skills
  • Ability to enter data with strong attention to detail
  • FINRA licensing preferred
Company Description
Working with Doherty Top Talent

Placing great people into work opportunities is our mission, and it's been a life-changing one for our candidates for over 35 years! We hope you turn to Doherty at every stage of your working life, from your first job, to the peak of your career, to the flexible or short-term opportunities during the busier times of your life. Whether you are looking for temporary work, a contract position, or a permanent job, Doherty can help you find the role that matches your current needs and skill set. We want to place you with the company that's right for you!

Whatever your career path, Doherty is here for you! Learn more and apply online at www.doherty.jobs.

Doherty is an Equal Opportunity and Drug-Free Employer.

Doherty Top Talent

Why Work Here?

Doherty | The Employment Experts is one of the Midwest's largest contract and temporary staffing and recruiting agencies.

Working with Doherty Top Talent Placing great people into work opportunities is our mission, and it's been a life-changing one for our candidates for over 35 years! We hope you turn to Doherty at every stage of your working life, from your first job, to the peak of your career, to the flexible or short-term opportunities during the busier times of your life. Whether you are looking for temporary work, a contract position, or a permanent job, Doherty can help you find the role that matches your current needs and skill set. We want to place you with the company that's right for you! Whatever your career path, Doherty is here for you! Learn more and apply online at www.doherty.jobs. Doherty is an Equal Opportunity and Drug-Free Employer.

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Saint Paul, MN
55107 USA

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