Investment Operations

The Investment Operations person has responsibility for the efficient and effective operations, including managing client relations, investment operations, and general office responsibilities.

Requirements

• Four-year bachelor's degree in finance, accounting, or other closely related field
• 1.5 years of experience may substitute for one year of education
• Strong ability to communicate and work effectively as a team member
• Attention to detail, thoroughness, and number accuracy
• Ability to clearly follow direction and articulate and write responses in English
• Must have sound judgment when dealing with clients and staff members
• Work under pressure and meet mandatory deadlines as needed
• Sound judgment in determining prioritization of work
• Keen sense of ownership of job responsibilities
• Knowledge of Microsoft Suite and able to comprehend and use software common in the industry

Benefits

• Paid Time Off
• Retirement Plan