Investment Operations Specialist

Russell Tobin's client a financial company is hiring an Investment Operations Specialist in Milwaukee, WI.

Job Title: Investment Operations Specialist

Pay Rate: $20 - $22.56/hr

Schedule: Monday–Friday, 8:00 AM–4:30 PM CST

Location:Milwaukee, WI 53212

Onsite Requirement: Hybrid — 3 days per week onsite

Conversion: FTE conversion expected for this role

Must-Have Qualifications

• Project Management Fundamentals: Experience assisting with planning, organizing, and tracking deliverables for new initiatives.
• Process Documentation: Skilled in creating SOPs, workflows, and project status reports.
• Stakeholder Communication: Comfortable coordinating with internal teams and external vendors.
• Strategic Thinking & Detail Orientation
• Ability to Manage Multiple Priorities in a fast-paced environment.
• Strong Communication & Interpersonal Skills
• Expertise in Risk Management & Operational Controls

Top Requirements

• Strong foundation in project management and operational coordination
• Proficiency in developing SOPs, workflows, and detailed documentation
• Strong stakeholder‐facing communication skills
• Intermediate to advanced Excel skills required
• Financial services or banking industry experience strongly preferred
• If no industry experience, 4–5 years of project management experience is required

Job Description

The Investment Operations Project Coordinator will support operational processes and project-related initiatives, ensuring accuracy, efficiency, and compliance across assigned tasks.

Key Responsibilities

• Perform a variety of operational duties within Investment Operations.
• Research and resolve operational and/or accounting exceptions, including issues requiring extensive review.
• Collaborate with Investment teams and other internal partners to resolve issues and maintain efficient service delivery.
• Ensure the accuracy of account statements, entries, and related information.
• Verify account balances, ensure totals are correct, and prepare necessary adjustments.
• Maintain and validate required documentation for assigned operational processes.
• Respond to internal and external inquiries, including customer, broker, or employee requests.
• Conduct research to support special requests and operational needs.

Benefits that Russell Tobin offers:

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.