18 Investment Operations Specialist Jobs near me
Simmons Bank is Hiring an Investment Operations Specialist Near Little Rock, AR
We're committed to bringing passion and customer focus to the business.
Position Summary
Investment Operations Specialists will be responsible for executing and monitoring investment transactions, reconciling trades, maintaining accurate records, and ensuring compliance with regulations. Key duties include supporting portfolio managers and other Wealth Management team members, optimizing operational processes to facilitate efficient investment operations and accounting systems.
Essential Duties and Responsibilities
- Assist Portfolio Managers, Strategists and Specialists with trade execution for clients, while ensuring the actions taken on behalf of clients are documented and allocated correctly in the systems.
- Maintain broker and vendor relationships.
- Perform daily balancing/reconciling of accounts, ensuring systems are up to date and correct.
- Provide proposal and client meeting reports for certain key clients on a periodic basis.
- Ensure that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
- Perform other duties and responsibilities as assigned.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and ensure the duties are completed on time. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.
- Ability to use various software platforms.
- Ability to write simple-to-business correspondence and routine reports.
- Ability to multitask in a high pace environment.
- HS Diploma/GED and
- Four to Six years of experience as a trust assistant, or similar experience in a financial services position or in a professional or business office is preferred.
- None
- MS Office programs
- Adobe Acrobat
- AddVantage Preferred, other trust systems acceptable.
- None
- Must have good oral and written communication skills and be a team player.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.
Job Summary
Full Time
$107k-165k (estimate)
06/11/2024
06/28/2024
simmonsbank.com
SAINT LOUIS, MO
1,000 - 3,000
1903
BILL UHLEMEYER
$10M - $50M
Banking
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About Simmons Bank
With a motto like Dreams: Realized, Simmons Bank (Simmons) is passionate about dreaming big and making a difference. Since 1903, the bank has turned its communities dreams into reality through its rock-solid commitment to integrity, excellence, collaboration and growth. In addition to its 117-year legacy in banking excellence, Simmons present-day is more exciting than ever due to its rich culture and high performance. In the last six years, Simmons has catapulted from a bank holding company with approximately $3.2 billion in assets to an approximately $20.8 billion-asset company as of March 30 ...
, 2020 operating in seven states: Arkansas, Illinois, Kansas, Missouri, Oklahoma, Tennessee and Texas. But the growing bank doesnt just promote excellence in the workplace Simmons culture is all about dreaming big for its communities, too. Associates engage every day with elementary schools, fire departments, food banks and advocacy centers, and passionately partner with charitable foundations to empower their local communities. In 2017 alone, Simmons associates participated in 1,115 community development activities where they used banking skills to help predominantly low-to-moderate income individuals. Even as Simmons has grown to over 3,000 associates, the company has never forgotten its roots as a friendly neighborhood bank the warmth, community and personal touch that defines its culture is felt at every level of the company.
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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.
