Investment Operations Specialist Reconciliation & Onboarding

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

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.