Investment Operations Specialist

Kforce has a client in Cincinnati, OH that is seeking an Investment Operations Specialist. 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
• Responsible for the opening of Investment Services accounts of various sizes established by clients for various purposes
• Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and within procedural guidelines relative to new, existing and closing accounts
• Associate degree, or equivalent work experience
• Two to four years of job-related experience, preferably in institutional trust and/or financial industry

• Thorough knowledge of trust administration, mutual fund products, and sales
• Thorough knowledge of account management, trust operations, project management, and legal regulations
• Ability to resolve complex problems with minimal guidance
• Effective interpersonal, verbal, and written communication skills