Investment Operations Specialist

Find Great People | FGP; Greenville (SC); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance stipend

401(k) plan

PTO and paid holidays

Job summary

A financial services company in Greenville, SC, is seeking an Investment Operations Specialist. This full-time role involves collaborating with advisors, tracking investments, and preparing reports. Ideal candidates will have a Bachelor's degree and experience in finance. Competitive salary and benefits are offered.

Qualifications

• At least 2 years of relevant experience in financial services preferred.

Responsibilities

• Collaborate with advisors for account setup and client onboarding.
• Track investment activities and reconcile trades.
• Prepare quarterly progress reports.

Skills

Communication

Team Player

Education

Bachelor's Degree

Tools

MS Office

Job description

We are seeking an Investment Operations Specialist for a financial services company in Greenville, SC. The ideal candidate will be professional, quick to learn, and a team player. This is a full-time, direct hire, onsite position.

Responsibilities:

1. Collaborate with advisors to ensure successful and accurate account setup and client onboarding.
2. Track investment activities and reconcile trades.
3. Monitor account activities.
4. Prepare quarterly progress reports.
5. Manage the preparation and processing of applications and forms for clients to maintain accounts.

Qualifications:

1. Bachelor's Degree required; Business, Finance, or Economics preferred.
2. At least 2 years of relevant experience; financial services experience preferred.
3. Strong written and verbal communication skills.
4. Proficiency in MS Office products.

Compensation and Benefits:

1. Salary range of $50,000 to $60,000, depending on experience.
2. Health insurance stipend.
3. 401(k) plan.
4. PTO and paid holidays.

Additional Details:

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance