Operational Specialist

Russell Tobin; Jersey City (NJ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee discounts

Job summary

Russell Tobin & Associates is seeking an Operations Specialist (Mutual Fund Services) in Jersey City, NJ, with a hybrid schedule of 2 days remote / 3 days in office. The six-month or longer contract positions support fund account opening, reconciliation, and client service.

The role requires a bachelor’s degree, 1–2 years in financial services, and strong operational knowledge to handle complex fund account activities and cross‑department collaboration.

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.

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 project.

Skills

Research and analysis

Verbal communication

Written communication

Organizational skills

Multitasking

Teamwork

Deadline-driven

Detail-oriented

Proactive

Education

Bachelor's degree

Recent Graduate

Job description

The Financial Services Team at Russell Tobin & Associates is hiring for an Operations Specialist (Mutual Fund Services) in Jersey City, NJ OR NYC!

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: 6 months 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 project

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 s

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

PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation