Investment Operations Specialist, Centralized Services

Blue Trust, Inc.; Alpharetta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Blue Trust, Inc. is seeking an Investment Operations Specialist in Alpharetta, GA to support centralized services and investment account management. You will reconcile portfolios, set up new accounts, and provide service support to Advisors nationwide.

The role requires strong Excel skills, attention to detail, and the ability to work in a dynamic office environment while maintaining high compliance standards.

Qualifications

• Experience and industry knowledge in financial services or accounting with emphasis on investment acumen.
• Ability to make independent judgement as well as take direction from others.
• Aptitude and passion for learning to serve others with excellence.
• MS Office skills, especially MS Excel.
• Excellent problem-solving skills and organizational/operational efficiency.
• Strong communication and interpersonal skills, both verbal and written.
• Strong business mathematical skills and keen attention to detail.

Responsibilities

• Handles portfolio management reconciliation and processing per Advisor instructions.
• Participates in the new account set-up process and updates information in systems.
• Provides service support and administration; responds to inquiries and trains field on processes.
• Maintains compliance with HR, policies, and regulatory standards; supports custodial relationships.

Skills

Investment acumen

Independent judgment

Learning mindset

MS Excel

Problem solving

Communication skills

Interpersonal skills

Organizational skills

Attention to detail

Education

Bachelor's degree in finance/investments/economics

Tools

MS Office

MS Excel

Job description

Blue Trust, Inc. is seeking an Investment Operations Specialist in Alpharetta, GA to support centralized services and investment account management. You will reconcile portfolios, set up new accounts, and provide service support to Advisors nationwide.

The role requires strong Excel skills, attention to detail, and the ability to work in a dynamic office environment while maintaining high compliance standards.