Investment Operations Specialist, Centralized Services

Blue Trust Inc; Alpharetta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Blue Trust Inc. in Alpharetta, GA is seeking an Investment Operations Specialist, Centralized Services to support Advisors with investment account management and administrative tasks. The role is based at the Blue Trust National Office, serving client and advisory teams nationwide.

You will reconcile portfolios, participate in new account setups, provide responsive service to field personnel, and uphold the company’s compliance and biblical-based values in daily work.

Qualifications

• Bachelor’s degree in finance, investments, or economics.
• Experience in financial services or accounting is preferred.
• Strong communication and organizational skills.
• Proficient in MS Excel and data analysis.

Responsibilities

• Handle portfolio management reconciliation and processing per Advisor instructions.
• Assist in new account setup and ensure accounts are available for trading.
• Provide service support and administrative assistance to field personnel via phone and email.
• Maintain compliance standards and act as liaison for custodial relationships.

Skills

MS Office

MS Excel

Communication

Attention to detail

Education

Bachelor’s degree in finance, investments, or economics

Tools

Orion

Job description

Description

About Blue Trust

For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states.

Role Overview:

The Investment Operations Specialist, Centralized Services is responsible for providing investment account management and investment administrative support to Advisors in accordance with their instructions and client needs/requests.

This position is a part of a Centralized Services team located in the Blue Trust National Office in Alpharetta, GA. Team members will serve client and advisory teams across the country.

Principal Accountabilities:

1. Handles portfolio management reconciliation and processing in accordance with Advisor instructions in an accurate and timely manner, including such things as:

• Verifies client data in Orion.
• Ensures system portfolio performance is maintained and accurate.

2. Participates in the new account set-up process including:

• Updates new account information in various systems.
• Ensures accounts are available for trading.
• Performs account maintenance as needed.

3. Provides service support and administration, including:

• Responds to inquiries from field personnel via phone and e-mail.
• Educates and/or supplies training aides to field on Investment Department processes.
• Acts as liaison for all custodial relationships.

4. Bears other responsibilities, including:

• Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base and applies these principles in personal finances
• Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values.
• Maintains the highest Compliance standards by adhering to the Company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.

Requirements

• Experience and industry knowledge in financial services or accounting with an emphasis on investment acume
• Ability to make independent judgement as well as take direction from others
• Aptitude and passion for learning to serve others with excellence.
• Intermediate to advanced MS Office skills, especially MS Excel
• Ability to work n a dynamic and flexible office environment.
• Excellent problem-solving skills and organizational and operational efficiency
• Excellent communication and interpersonal skills, both verbal and written communication
• Strong business mathematical skills and keen attention to detail
• Personal integrity and ability to discreetly handle confidential data.

Education, Experience & Skills:

• Bachelor’s degree is required, preferably in finance, investments, or economics.
• Prior financial services, investment, or accounting experience preferred.

Travel Requirements:

• This position may require limited travel by car or other reasonable means of transportation.

Why Join Blue Trust?

At Blue Trust, you’ll join a team of inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If you’re ready to take on a challenging, rewarding role in a company that values excellence and eternal impact, we’d love to hear from you!

Blue Trust is an equal opportunity employer.