What are the responsibilities and job description for the Investment Operations Specialist position at eTeam?
Job Tittle: Investment Operations Specialist
Duration: 6 Months of Contract with Possible Extension
Location: Milwaukee, WI 53212
Hybrid: 3 days per week in office required (not expected to return to office full time)
Working Hours: 8-4:30pm CST
FTE conversion expected for this role
TOP REQUIREMENTS:
Project Management Fundamentals : Ability to assist in planning, organizing, and tracking deliverables for new initiatives.
Process Documentation : Skilled in creating SOPs, workflows, and project status reports.
Communication : Comfortable coordinating with internal teams and external vendors.
JOB DESCRIPTION:
- Performs a variety of operational duties within an assigned area of Investment Operations.
- Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review.
- Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers.
- Ensures the accuracy of account statements and information.
- Verifies account entries, ensures totals balance and prepares correcting adjustments as needed.
- Ensures that all documentation requirements are satisfied.
- Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.
ET_RV01
Salary : $18 - $23