Investment Operations Specialist

Immediate need for a talented Investment Operations Specialist. This is a 08+months contract opportunity with long-term potential and is located in Harrisburg, PA (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-11376

Pay Range: $17 - $18.13/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:

• Facilitates various back-office/operational processes for investors, such as:
• Download bank reports and files from banking platforms
• Upload files of various types to internal shareholder systems
• Enter transactions into internal accounting systems
• Work with broker-dealers and individual banks to maintain the CD program and resolve disputes
• Transmit batch wire and ACH files to cash management banks
• Upload cash flows and trades
• Process orders for checks and deposit tickets
• Process CD/TERM rates and transactions
• Reconcile Lockbox Image and Check Item files
• Process stop payments and fraud cases via banking partners
• Resolve transaction discrepancies between accounting systems and bank records, ensuring prompt and accurate resolutions
• Working with banking institutions to resolve transaction issues
• Participate in organisational projects that involve the Processing team
• CD Interest Check Deposit processing

Key Requirements and Technology Experience:

• Key Skills:Bank Operations, Back office, Data Entry.
• Associate’s or Bachelor’s degree in finance, economics, accounting, or a related field preferred
• 1+ years of experience in the asset management/ financial services/banking industries, with specific experience in bank operations, and a data analyst is preferred.
• Advanced experience with Microsoft Outlook, Excel, and Access
• Advanced experience with Visual Basic for Applications (VBA) knowledge is preferred
• Excellent written and spoken communication skills
• Takes initiatives to handle shifting priorities and staff shortages
• Ability to analyse and organise data
• Ability to follow procedures and update procedures when necessary
• Able to quickly learn complex concepts and seamlessly manage multiple priorities
• Ability to work well under deadline pressure – THIS POSITION CAN BE EXTREMELY DEADLINE ORIENTED

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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