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Job description
Investment Operations Specialist/Banker/TellerImmediate need for a talented Investment Operations Specialist/Banker/Teller. This is a 12+months contract opportunity with long-term potential and is located in Cincinnati OH (Hybrid). Please review the job description below and contact me ASAP if you are interested.Pay Range: $21 - $23/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).Key Responsibilities:Validate new account documentation is completedEnsure 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 accountsEffectively communicate efforts, status updates, and challenges to all internal contacts, ensuring proper escalation as neededEmbracing technology and finding new ways to solve problemsAs an early career position, our broader team will help you grow and develop to gain experience and understanding of our customers, product, and provided services.We provide a career path that can lead to working on deals of more complexity and with increasing autonomyResponsible 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 accountsKey Requirements and Technology Experience:Key Skills; Customer Service/ Account opening/ Banking productsAssociate degree, or equivalent work experienceTwo to four years of job-related experience, preferably in institutional trust and/or financial industryThorough knowledge of trust administration, mutual fund products, and salesThorough knowledge of account management, trust operations, project management, and legal regulationsAbility to resolve complex problems with minimal guidanceEffective interpersonal, verbal, and written communication skillsOur client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions.Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Worksite address
cincinnati, OH, 45202, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.