Operational Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Russell Tobin · 6 hours ago

Operational Specialist

Russell Tobin is a leading minority-owned professional recruitment and staffing advisory organization. They are seeking an Operations Specialist (Mutual Fund Services) responsible for performing high-level specialized operational fund account opening activities, supporting the firm's business lines, and dealing with moderately complex issues.

ConsultingHuman ResourcesLegalStaffing Agency
badNo H1Bnote
Hiring Manager
Terell Cannon
linkedin

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

Qualification

Financial services experienceOperations knowledgeTechnical competenceResearchAnalysisMulti-taskingDeadline managementVerbal communicationWritten communicationOrganizational skillsTeamworkProactive self-starterDetail-oriented

Required

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

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

Benefits

Comprehensive medical, dental, and vision coverage
A 401(k) retirement savings plan
Life and disability insurance options
Pet insurance
Employee discounts
Access to an employee assistance program
Identity theft protection
Legal support

Company

Russell Tobin

company-logo
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
linkedin
leader-logo
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
linkedin
Company data provided by crunchbase