Investment Operations Specialist

Kestra Technologies; Paris; Sur place; EUR 45 000 - 65 000; Plein temps

Résumé du poste

Kestra Technologies in Paris seeks an Investment Operations person responsible for managing client relations and investment operations while ensuring efficient office responsibilities. Ideal candidates should have a four-year degree in finance or accounting.

Responsibilities include managing client interactions, maintaining investment activity records, and general office tasks. Strong communication skills and attention to detail are essential for success in this role.

Qualifications

• Four-year degree or 1.5 years experience in lieu of one year of education.
• Ability to articulate and write responses in English.

Responsabilités

• Manage client records and requests in SmartOffice.
• Open new investment accounts and schedule client meetings.
• Maintain and report all investment activity weekly.
• Answer phone calls and greet visitors at the office.
• Order and maintain office supplies and equipment.

Connaissances

Communication skills

Attention to detail

Knowledge of Microsoft Suite

Teamwork

Ability to follow direction

Formation

Four-year bachelor's degree in finance, accounting, or related field

Description du poste

Kestra Technologies in Paris seeks an Investment Operations person responsible for managing client relations and investment operations while ensuring efficient office responsibilities. Ideal candidates should have a four-year degree in finance or accounting.

Responsibilities include managing client interactions, maintaining investment activity records, and general office tasks. Strong communication skills and attention to detail are essential for success in this role.