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Investment Operations Specialist

Company: Russell Tobin & Associates
Location: Saint Paul
Posted on: January 23, 2023

Job Description:

Russell Tobin & Associates is currently seeking an Investment Operations Specialist role for our Fortune 500 clients in Saint Paul, MN.Apply today for immediate considerationTitle: Investment Operations SpecialistPay: $23.11/hour on W2Location: Saint Paul, MN 55107Contract Length: Till April 2023Responsibilities:

  • Performs a variety of operational duties within the Account Transfers area of a brokerage firm.
  • Assists with moving assets between US Bancorp Investments and other companies.
  • Researches and resolves operational exceptions, some of which may involve extensive review.
  • Communicates quickly and accurately with both advisors and other internal partners to ensure efficient service to customers.
  • Ensures accuracy in order to comply with regulations.
  • Ensures that all documentation requirements are satisfied. Responds to both telephone and email inquiries. Rate/Salary:

Keywords: Russell Tobin & Associates, St. Paul , Investment Operations Specialist, Other , Saint Paul, Minnesota

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