Investment Operations Specialist at Kforce Inc

Posted in Other 14 days ago.

Location: Harrisburg, Pennsylvania





Job Description:


RESPONSIBILITIES:

Kforce has a client in Harrisburg, PA that is seeking an Investment Operations Specialist.

Responsibilities:


  • The Investment Operations Specialist 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

  • The Investment Operations Specialist 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







REQUIREMENTS:



  • 1+ years of experience in the asset management/ financial services/banking industries with specific experience in bank operations and data analyst preferred

  • Advanced experience with Microsoft Outlook, Excel, and Access

  • Advanced experience with Visual Basics for Application (VBA) knowledge preferred

  • Excellent written and spoken communication skills

  • Takes initiatives to handling shifting priorities and staff shortages

  • Ability to analyze and organize data

  • Ability to follow procedures and update procedures when necessary

  • Able to quickly learn complex concepts and seamlessly manage multiple priorities

  • Ability to work well under deadline pressure - this position can be extremely deadline-oriented






The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.



We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.



Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless
and until paid and may be modified in its discretion consistent with the law.



This job is not eligible for bonuses, incentives or commissions.



Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.



By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.





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