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Investment Operations Specialist

Company: Kforce Finance and Accounting
Location: Saint Paul
Posted on: January 8, 2021

Job Description:

RESPONSIBILITIES:Kforce has a client seeking an Investment Operations Specialist in Saint Paul, MN. 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* Works with both internal partners as well as external vendors and fund companies as part of the research and resolution of issuesJob Requirements:REQUIREMENTS:* Communication skills * Critical thinking/Problem solving capability * Well-organized * Self-starter * Teamwork/collaborative * Time management skillsKforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Keywords: Kforce Finance and Accounting, St. Paul , Investment Operations Specialist, Other , Saint Paul, Minnesota

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