Operations Specialist

In the world of investment operations, accuracy is everything. Randstad is supporting a financial firm who is looking for a meticulous Operations Specialist to ensure our client accounts are opened, billed, and maintained with 100% precision. You will be the "eyes and ears" of our internal systems—researching exceptions, resolving accounting discrepancies, and ensuring every document meets our high standards. If you or anyone in your network could benefit from this opportunity, please consider applying today!

salary: $22.55 - $22.56 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

• Validate new account documentation is completed
• Ensure account openings are processed timely and accurately based on client elections with critical documents being retained within systems of record, including initiation of fee billing for new accounts
• Effectively communicate efforts, status updates, and challenges to all internal contacts, ensuring proper escalation as needed
• Embracing technology and finding new ways to solve problems. As an early career position, our broader team will help you grow and develop to gain experience and understanding of our customers, product, and provided services.
• We provide a career path that can lead to working on deals of more complexity and with increasing autonomy.
• 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.

Skills

• Banking Operations
• Investment Management
• Financial Services
• Trust Operations
• Account Management
• Billing

Qualifications

• Years of experience: 2 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.