Investment Operations Specialist

RESPONSIBILITIES: Kforce has a client that is seeking an Investment Operations Specialist in Milwaukee, WI.

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 Performs research necessitated by special requests from customers, brokers or internal employees Job Requirements: REQUIREMENTS: Kforce is an Equal Opportunity/Affirmative Action Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Related Post

ControllerController

Responsibilities include: Lead, mentor and manage team members to ensure top performance and achieving results while finding efficient and effective solutions that create overall organizational value The Controller must report