Russell Tobin · 7 hours ago
Investment Operations Associate
Cincinnati, OH
Contract
Onsite
Entry, Mid Level
$18.14/hr - $22.56/hr
2+ years expRussell Tobin is a financial services company, and they are seeking an Investment Operations Specialist. The role involves supporting back-end processes of investment activities to ensure trades, portfolios, and financial transactions run smoothly and accurately.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Runjhun Sharaf
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
Qualification
Required
Associate degree, or equivalent work experience
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
Preferred
Two to four years of job-related experience, preferably in institutional trust and/or financial industry
Benefits
Comprehensive healthcare coverage (medical, dental, and vision plans)
Supplemental coverage (accident insurance, critical illness insurance and hospital indemnity)
401(k)-retirement savings
Life & disability insurance
An employee assistance program
Legal support
Auto, home insurance
Pet insurance
Employee discounts with preferred vendors
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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