We are seeking an Investment Service Specialist to support trading operations across our Investment Services platform. In this role, you’ll collaborate with internal teams and custodians to ensure accurate trade execution and reconciliation. You’ll play a key part in resolving trade discrepancies promptly, mitigating operational risk, and driving process improvements that enhance efficiency and compliance.
Requirements
- Bachelor's degree (or equivalent experience) in business, finance or economics, or related
- 3 years of experience in Financial Services with a focus on investment operations
- Knowledge of financial markets and investment operations
- Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients
- Ability to create quality written presentations and articles for Advisor and client consumption
- Ability to organize and prioritize workflow and projects
- Proficient with Microsoft Office Suite or related software.
- Familiarity with Salesforce and Support Org functionality
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
