Job ID:-01720-104945
A private provider of trust, investment and benefit services seeks an Financial Operations Specialist to join their team. As an Operations Specialist, you will be responsible for reconciling accounts between source and trust accounting systems. Will also reconcile accounts held with outside advisors. Operations Specialist will be handling the Asset Pricing function and setting up new assets on the internal system. Will also backup the Head Trader. If you have knowledge of financial services rules as they relate to investment advisory and trust businesses and have a bachelors degree in Finance, this is an excellent opportunity to put those skills to work. Interviews in our office on Monday, April 28.call Carol for immediate consideration.
Experience:
Bachelors degree in Finance preferred or equivalent experience in the financial markets to include bonds, equity, trusts. 2+ years experience in related position. Detail Oriented; Excellent Oral & Written communication skills, Knowledge of rules, regulations and guidelines as they relate to the investment advisory and trust business