What are the responsibilities and job description for the Investment Operations Specialist position at Pyramid Consulting, Inc?
Immediate need for a talented Investment Operations Specialist. This is a 06 Months Contract opportunity with long-term potential and is located in Milwaukee, Wisconsin (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID:25-94645
Pay Range: $21 - $22.55/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
- 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.
Key Requirements and Technology Experience:
- Skills-PROJECT MANAGEMENT”/”PROJECT COORDINATION” /”Investment operations.
- 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.
Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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Salary : $21 - $23