Hybrid Mutual Fund Operations Specialist

Russell Tobin; Jersey City (NJ); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Healthcare coverage

401(k)

Life & disability Insurance

Employee assistance program

Legal support

Pet insurance

Employee discounts

Job summary

Russell Tobin is recruiting an Operations Specialist (Mutual Fund Services) in Jersey City, NJ or NYC. This contract-to-perm role supports high-level fund account openings, documentation review, and execution, with emphasis on accurate processing and timely responses to inquiries.

The ideal candidate has a Bachelor’s degree, recent graduation, and 1–2 years in financial services, plus knowledge of Operations product areas and strong technical capability. The position offers a hybrid schedule.

Qualifications

• Bachelor's degree is required.
• 1–2 years of financial services experience (internships count).
• Proven knowledge of one or more product areas within Operations.
• Ability to perform technical responsibilities with high competence.

Responsibilities

• Process transactions and verify information.
• Perform intraday and end-of-day reconciliation.
• Ensure all deadlines and requirements are met.
• Provide superior client service.
• Ensure timely response to internal and external requests.
• Follow up on open inquiries.
• Identify and document errors to reduce exposure.
• Interact with other departments for issue resolution.
• Manage associated fund account project.

Skills

Analytical skills

Communication skills

Multitasking

Teamwork

Deadline oriented

Education

Bachelor's degree

Recent Graduate

Job description

Russell Tobin is recruiting an Operations Specialist (Mutual Fund Services) in Jersey City, NJ or NYC. This contract-to-perm role supports high-level fund account openings, documentation review, and execution, with emphasis on accurate processing and timely responses to inquiries.

The ideal candidate has a Bachelor’s degree, recent graduation, and 1–2 years in financial services, plus knowledge of Operations product areas and strong technical capability. The position offers a hybrid schedule.