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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:
Schedule:
Work setting:
Work Location: On the road
Contractor
$106k-160k (estimate)
03/25/2024
07/19/2024
The job skills required for Investment Operations Specialist include Customer Service, Wealth Management, Brokerage, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Operations Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Operations Specialist. Select any job title you are interested in and start to search job requirements.
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.