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Investment Operations Specialist

Company: Randstad USA
Location: Saint Paul
Posted on: January 12, 2021

Job Description:

job summary:Candidate will perform a variety of operational duties specific to the investment advisory business line within company, with a focus on Phone Support.Provides quality support to investment sales staff, other internal staff, customers and Compliance by responding to and resolving issues, researching requests, and compliance questions associated with operational processing of investment related products and services.Responsible for creating excellent phone interactions for all callers.Supports all investment operations' procedures, and acts as liaison between back and front office and other staff.Isolates and identifies source of problems.Provides timely resolution to problems to adhere to regulatory requirements and service level agreements.Follows up with internal or external customers ensuring problem resolution.Develops and maintains documentation of all activitiesSkills:CategoryNameRequiredExperienceFinAcct-UniversalSkillsAnalytical AbilityNo1 - 2 YearsFinAcct-UniversalSkillsCommunication SkillsNo2 - 4 YearsFinAcct-UniversalSkillsCritical Thinking/Problem Solving CapabilityNo2 - 4 YearsFinAcct-UniversalSkillsInterpersonal SkillsNo2 - 4 YearsFinAcct-UniversalSkillsOrganizedNo2 - 4 YearsFinAcct-UniversalSkillsSelf-StarterNo2 - 4 YearsFinAcct-UniversalSkillsTeamwork/CollaborativeNo2 - 4 YearsFinAcct-UniversalSkillsTime ManagementNo2 - 4 Yearslocation: Saint Paul, Minnesotajob type: Contractsalary: $22.10 - 32.05 per hourwork hours: 8 to 5education: Bachelor's degreeexperience: 2 Yearsresponsibilities:* Candidate will perform a variety of operational duties specific to the investment advisory business line within company, with a focus on Phone Support.* Provides quality support to investment sales staff, other internal staff, customers and Compliance by responding to and resolving issues, researching requests, and compliance questions associated with operational processing of investment related products and services.* Responsible for creating excellent phone interactions for all callers.* Supports all investment operations' procedures, and acts as liaison between back and front office and other staff.* Isolates and identifies source of problems.* Provides timely resolution to problems to adhere to regulatory requirements and service level agreements.* Follows up with internal or external customers ensuring problem resolution.* Develops and maintains documentation of all activitiesqualifications:* Candidate will perform a variety of operational duties specific to the investment advisory business line within company, with a focus on Phone Support.* Provides quality support to investment sales staff, other internal staff, customers and Compliance by responding to and resolving issues, researching requests, and compliance questions associated with operational processing of investment related products and services.* Responsible for creating excellent phone interactions for all callers.* Supports all investment operations' procedures, and acts as liaison between back and front office and other staff.* Isolates and identifies source of problems.* Provides timely resolution to problems to adhere to regulatory requirements and service level agreements.* Follows up with internal or external customers ensuring problem resolution.* Develops and maintains documentation of all activitiesskills: OtherEqual 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.

Keywords: Randstad USA, St. Paul , Investment Operations Specialist, Other , Saint Paul, Minnesota

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