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 08 months contract opportunity with long-term potential and is located in Harrisburg, PA (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID:26-11376
Pay Range: $17 - $18.13/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:
- Facilitates various back-office/operational processes for investors, such as:
- Download bank reports and files from banking platforms
- Upload files of various types to internal shareholder systems
- Enter transactions into internal accounting systems
- Work with broker-dealers and individual banks to maintain the CD program and resolve disputes
- Transmit batch wire and ACH files to cash management banks
- Upload cash flows and trades
- Process orders for checks and deposit tickets
- Process CD/TERM rates and transactions
- Reconcile Lockbox Image and Check Item files
- Process stop payments and fraud cases via banking partners
- Resolve transaction discrepancies between accounting systems and bank records, ensuring prompt and accurate resolutions
- Working with banking institutions to resolve transaction issues
- Participate in organisational projects that involve the Processing team
- CD Interest Check Deposit processing
Key Requirements and Technology Experience:
- Key Skills:Bank Operations, Back office, Data Entry.
- Associate’s or Bachelor’s degree in finance, economics, accounting, or a related field preferred
- 1 years of experience in the asset management/ financial services/banking industries, with specific experience in bank operations, and a data analyst is preferred.
- Advanced experience with Microsoft Outlook, Excel, and Access
- Advanced experience with Visual Basic for Applications (VBA) knowledge is preferred
- Excellent written and spoken communication skills
- Takes initiatives to handle shifting priorities and staff shortages
- Ability to analyse and organise data
- Ability to follow procedures and update procedures when necessary
- Able to quickly learn complex concepts and seamlessly manage multiple priorities
- Ability to work well under deadline pressure – THIS POSITION CAN BE EXTREMELY DEADLINE ORIENTED
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, colour, 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 : $17 - $18