Investment Operations Specialist
- Employer
- Accounting Principals
- Location
- Milwaukee
- Salary
- 21.00 USD Hourly
View more
- Industry
- Financial Services and Banking
- Role
- Other
- Job Type
- Long-Term
- Hours
- Part Time
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Accounting Principals is working with one of the biggest banking institutions to fill a Contract Investment Operations Specialist position. The ideal candidate will perform a variety of operational duties within an assigned area of Investment Operations and their shareholders.
Responsibilities:
Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review.
Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information.
Verifies account entries, ensures totals balance, and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied.
Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers, or internal employees.
Education/Experience:
College degree or relevant work experience
Skills:
Effective Time-Management.
Detail Oriented.
Excellent verbal and written communication skills.
Pay:
$21/HR
Location:
Currently remote; once the office re-opens, will move to hybrid model.
1555 North River Center Drive, Milwaukee, WI, 53212.
Initial training would be done in the office.
If this role sounds like something you would be interested in applying for please email an updated resume to or visit our website and selecting "apply with us" at AccountingPrincipals.com.
Equal Opportunity Employer/Veterans/Disabled.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records
Responsibilities:
Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review.
Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information.
Verifies account entries, ensures totals balance, and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied.
Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers, or internal employees.
Education/Experience:
College degree or relevant work experience
Skills:
Effective Time-Management.
Detail Oriented.
Excellent verbal and written communication skills.
Pay:
$21/HR
Location:
Currently remote; once the office re-opens, will move to hybrid model.
1555 North River Center Drive, Milwaukee, WI, 53212.
Initial training would be done in the office.
If this role sounds like something you would be interested in applying for please email an updated resume to or visit our website and selecting "apply with us" at AccountingPrincipals.com.
Equal Opportunity Employer/Veterans/Disabled.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records
You need to sign in or create an account to save a job.
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