Investment Operations Specialist

Immediate need for a talented Investment Operations Specialist. This is a 06 Months Contract opportunity with long-term potential and is located in Milwaukee, Wisconsin (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:25-94645

Pay Range: $21 - $22.55/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
 
Key Responsibilities:

•  Performs a variety of operational duties within an assigned area of Investment Operations.
• Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review.
• Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers.
• Ensures the accuracy of account statements and information.
• Verifies account entries, ensures totals balance and prepares correcting adjustments as needed.
• Ensures that all documentation requirements are satisfied.
• Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.

Key Requirements and Technology Experience:

• Skills-PROJECT MANAGEMENT”/”PROJECT COORDINATION” /”Investment operations.
• Project Management Fundamentals: Ability to assist in planning, organizing, and tracking deliverables for new initiatives.
• Process Documentation: Skilled in creating SOPs, workflows, and project status reports.
• Communication: Comfortable coordinating with internal teams and external vendors.

Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
 
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