eTeam · 4 hours ago
Investment Operations Specialist
Cincinnati, OH
Contract
Onsite
Entry Level
$20/hr - $22.53/hr
2+ years expeTeam provides support to Global Fund Services custody clients, and they are seeking an Investment Operations Specialist to join their team. This early career opportunity involves opening accounts on internal systems, ensuring documentation is complete, and maintaining communication with internal contacts regarding account status and challenges.
Information Technology
Responsibilities
Validate new account documentation is completed
Ensure account openings are processed timely and accurately based on client elections with critical documents being retained within systems of record, including initiation of fee billing for new accounts
Effectively communicate efforts, status updates, and challenges to all internal contacts, ensuring proper escalation as needed
Embracing technology and finding new ways to solve problems
Responsible for the opening of Investment Services accounts of various sizes established by clients for various purposes
Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and within procedural guidelines relative to new, existing and closing accounts
Qualification
Required
Associate degree, or equivalent work experience
Two to four years of job-related experience, preferably in institutional trust and/or financial industry
Preferred
Thorough knowledge of trust administration, mutual fund products, and sales
Thorough knowledge of account management, trust operations, project management, and legal regulations
Ability to resolve complex problems with minimal guidance
Effective interpersonal, verbal, and written communication skills
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Chief Customer Officer
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase