Investment Operations Associate

A Hiring Company; Overland Park (KS); On-site; USD 50,000 - 65,000; Full time

Job summary

A leading company is seeking an Investment Operations Associate in Overland Park, KS. The role involves supporting Trust Officers with middle office functions, including asset transfers and report generation. Ideal candidates will have 1-3 years of financial experience and strong communication skills. The position offers a robust benefits package, including medical, dental, and 401(k) contributions.

Benefits

Medical Insurance

Dental Insurance

401(k)

Profit Sharing

Paid Holidays

Qualifications

• 1-3 years of financial industry experience supporting wealth management professionals.
• Excellent verbal and written communication skills.

Responsibilities

• Assisting Trust Officers with account termination process.
• Transferring marketable securities for onboarding clients.
• Creating and distributing various reports to Trust Officers.

Skills

Communication

Time Management

Organizational Skills

Customer Service

Attention to Detail

Tools

Microsoft Office

Job description

Job Title: Investment Operations Associate

The Investment Operations Associate is a highly skilled support specialist that assists Trust Officers with middle office functions.

We offer an outstanding benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave, and paid holidays. We pay 100% of the employee medical and dental insurance premiums and make employer health savings account contributions.

Primary Responsibilities:

1. Assisting Trust Officers with account termination process
2. Assisting Trust Officers with unique asset pricing
3. Transferring marketable securities including, but not limited to, Stocks, Bonds, Mutual Funds, and cash for onboarding clients
4. Transferring assets between internal accounts
5. Purchasing, redeeming, and processing dividends on bank CDs
6. Manual shadow posting, loading, and reconciling automated data feeds for shadow accounts
7. Creating and distributing various reports to Trust Officers
8. Adjusting costs for correct cost basis reporting
9. Processing backup withholding

Requirements:

• 1-3 years of financial industry experience supporting wealth management professionals and/or experience in a law office supporting trusts and estates
• Excellent verbal and written communication skills
• Excellent time management skills with a proven ability to meet deadlines
• Excellent organizational, customer service, and attention to detail skills
• Proficient in Microsoft Office applications with the ability to learn new or updated software
• Ability to handle confidential information with tact and discretion
• Dependable and adaptable to changes

Midwest Trust Company offers a varied portfolio of trust services to fit a wide array of customer needs. We are committed to providing fiduciary services, including everything from living trusts to estate settlement. Founded in 1993 and headquartered in Overland Park, Kansas, Midwest Trust Company is an Equal Opportunity Employer.

Additional Information:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Management and Manufacturing
• Industries: Business Content

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