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Investment Operations Specialist
$106k-160k (estimate)
Contractor 2 Months Ago
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BuzzClan Private Limited is Hiring an Investment Operations Specialist Near Saint Paul, MN

Job Title: Investment Operations Specialist

Location: West Side Flats., Saint Paul, Minnesota (55107)

Duration: 5 Months

Shift Time: 1st Shift (8:00 AM to 5:00 PM)

Notes:

Hybrid - Minimum of 3 days per week in office required.

Summary:

Performs a variety of document processing and record keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the USBI Account Services Brokerage Ops team. Duties include entering new account information; changing information on existing accounts; recording transactions; answering customer/field inquiries.

Additional Information:

Duties may include entering new account information; changing information on existing accounts; recording transactions; answering customer inquiries; receiving, classifying, consolidating and summarizing documents and information; completing reports and providing administrative support.

Responsibilities may also include customer service duties such as answering customer inquiries, resolving customer problems and responding to customer requests for information.

Brokerage/Wealth Management experience also sought.

Job Type: Contract

Salary: $21.00 - $23.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • Dental insurance
  • Vision insurance

Schedule:

  • 8 hour shift

Work setting:

  • Office

Work Location: On the road

Job Summary

JOB TYPE

Contractor

SALARY

$106k-160k (estimate)

POST DATE

03/25/2024

EXPIRATION DATE

07/19/2024

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BuzzClan Private Limited
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BuzzClan Private Limited
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BuzzClan Private Limited
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The following is the career advancement route for Investment Operations Specialist positions, which can be used as a reference in future career path planning. As an Investment Operations Specialist, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Operations Specialist. You can explore the career advancement for an Investment Operations Specialist below and select your interested title to get hiring information.

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