Operational Specialist

Russell Tobin; Boston (MA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life insurance

Disability insurance

Pet insurance

Employee discounts

EAP

Identity protection

Legal support

Job summary

Russell Tobin & Associates is seeking an Operations Specialist (Mutual Fund Services) in Boston, MA. The role supports high-level fund account opening activities, reviews documentation, processes and records transactions, and reconciliations.

The position offers a hybrid schedule (2 days remote, 3 days in office) with a 40-hour work week and term benefits. Opportunity for one year or longer tenure, with potential temp-to-perm through contract staffing.

Qualifications

• Bachelor's degree required.
• 1–2 years of financial services experience (internships count).
• Knowledge of fund account operations and documentation review.
• Ability to perform intraday and end-of-day reconciliations.
• Strong client service and communication skills.

Responsibilities

• Process transactions and verify information
• Intraday and end-of-day reconciliation
• Meet deadlines and requirements
• Provide superior client service
• Respond timely to internal and external requests
• Follow up on open inquiries
• Identify and document errors to reduce exposure
• Interact with other departments for issue resolution
• Manage fund account projects
• Assist with procedures and controls
• Prepare and execute required fund documentation
• Investigate inquiries related to fund account openings
• Maintain and review daily department reports

Skills

Financial services experience

Education

Bachelor's degree

Job description

The Financial Services Team at Russell Tobin & Associates is hiring for an Operations Specialist (Mutual Fund Services) in Boston, MA!

The Operations Specialist (Mutual Fund Services) is responsible for performing high-level specialized operational fund account opening activities. This role supports the firm's business lines and involves dealing with moderately complex issues. Some objectives include fund account documentation review and execution, communication with fund companies, processing and recording transactions, reporting and acknowledgment, and reconciliation.

Additional Information:

• Hybrid schedule: 2 days remote / 3 days in office
• Weekly hours: 40 hours
• Expected term: One year or longer
• Contract, but temp to perm

Key Responsibilities:

• Process transactions and verify information
• Perform intraday and end-of-day reconciliation
• Ensure all deadlines and requirements are met
• Provide superior client service
• Ensure timely response to internal and external requests
• Follow up on open inquiries
• Identify and document errors to reduce exposure
• Interact with other departments for issue resolution
• Manage associated fund account projects
• Assist with defining procedures and controls
• Prepare and execute required fund documentation
• Investigate and respond to inquiries related to fund account openings
• Maintain and review daily department reports

Qualifications:

• Bachelor's degree required
• Recent Graduate
• 1 to 2 years of financial services experience (internships count)
• Proven knowledge of one or more product areas within Operations
• Ability to perform technical responsibilities with high competence

Preferred Skills:

• Aptitude for thorough and timely research, analysis, and resolution
• Effective verbal and written communication skills
• Strong organizational skills
• Ability to multi-task and juggle assignments
• Teamwork capability
• Ability to meet deadlines and work under pressure
• Proactive self-starter who is detail and goal-oriented

Must be authorized to work in the United States

• Russell Tobin offers eligible employees comprehensive medical, dental, and vision coverage, a 401(k) retirement savings plan, life and disability insurance options, pet insurance, employee discounts, and access to an employee assistance program, identity theft protection, and legal support.

About Us:

• Russell Tobin is a leading minority-owned professional recruitment and staffing advisory organization that connects skilled talent with companies across a wide range of industries. As part of the Pride Global network, the firm provides tailored workforce solutions including direct hiring, contract staffing, and embedded partnerships—helping businesses meet their unique hiring needs efficiently.
• With deep industry expertise and a global footprint spanning the United States, Europe, Asia-Pacific, and beyond, Russell Tobin supports clients and candidates worldwide. Their team of specialists understands the nuances of different sectors—from technology and engineering to healthcare, finance, legal, and administrative roles—enabling them to match companies with candidates who not only meet technical requirements but also align with organizational culture and values.
• At the heart of Russell Tobin’s work is a commitment to personalized service and long-term relationships. The firm emphasizes integrity, diversity, and a bespoke approach—working closely with both clients and candidates to ensure a good fit and successful placements. Their goal is not merely to fill roles, but to build strong, lasting partnerships that help individuals and organizations grow.