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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