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Investment Operations Specialist

BCforward is currently seeking a highly motivated Investment Operation specialist for an opportunity in Cincinnati, OH!

Position Title: Investment Operation Specialist

Location: Cincinnati, OH

Anticipated Start Date: 09/30/2024

Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 12+ Months

Job Type: Monday - Friday (100% Onsite)

Pay Range: $21/hr - $22.55/hr

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Requirements:
Loan or Mortgage documentation
Investment operation
Banking operation

Description:
Performs a variety of operational duties within an assigned area of Investment Operations. 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.

As a functional opener, you will be accountable for the following:
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

As an early career position, our broader team will help you grow and develop to gain experience and understanding of our customers, products, and provided services. We provide a career path that can lead to working on deals of more complexity and with increasing autonomy.

Basic Qualifications:
Associate, degree, or equivalent work experience
Two to four years of job-related experience, preferably in institutional trust and/or financial industry

Preferred Skills/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

Benefits:
BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best-in-class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 228973 when responding to this ad.

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Job Snapshot

Employee Type
Contractor

Location
Dayton, KY (Onsite)

Job Type
Banking

Experience
Not Specified

Date Posted
09/11/2024