Operations Specialist, Transfers

Compensation

: $77,380.00 - $114,020.00 /year *

Employment Type

: Full-Time

Industry

: Financial Services - Banking/Investment/Finance



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The Operations Associate IV services accounts managed by Registered Investment Advisors (RIAs) under the custody of Equity Trust Company (ETC). Performs a variety of tasks associated with establishing accounts, posting transactions of cash and investments, and maintaining accounts.


ESSENTIAL FUNCTIONS:


Reviews transaction requests for required elements


Performs a variety of transactions to establish and maintain accounts and investments


Communicates with vendors and third parties to ensure processes are functioning properly and are completed


Researches and resolves issues and discrepancies in accounts as they arise


Responds to inquiries from internal and external sources via e-mail and telephone


Adheres to department service level agreement for all processes



OTHER FUNCTIONS:


Generates reports on daily workload


Completes projects as requested


Performs other duties as assigned



QUALIFICATIONS:


Education and Experience:


Minimum 2 years of experience in customer service environment, preferably in a financial services company


Bachelor s Degree in Business, Finance, or related field



PROFESSIONAL CERTIFICATION(S):


None required TECHNICAL SKILLS


Basic Data Entry


Basic level proficiency in Microsoft Office


Ability to type at least 45+ WPM preferred


Basic 10 key skills a plus

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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