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Investment Operations Specialist


Kforce has a client in Milwaukee, WI that is seeking an Investment Operations Specialist. Responsibilities:
  • Investment Operations Specialist will be placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients
  • Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required
  • Establishes and maintains strong working relationships with mutual fund representatives and service providers
  • 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
  • Investment Operations Specialist 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
  • Investment Operations Specialist responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees

Job Requirements:


  • Bachelor's degree in accounting or finance, or equivalent work experience
  • Minimum of one year of experience in the investment securities industry
  • Basic knowledge of trust and securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s)
  • Thorough knowledge of trade execution/settlement policies and securities industry practices as they pertain to mutual funds
  • Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients
  • Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic work environment
  • Strong analytical, problem-solving, decision-making, and organizational skills
  • Strong customer relation skills, interpersonal, and verbal and written communication skills
  • Ability to work in a team environment and individually
  • Ability to handle large transactions, heavy trade volume, significant time pressures and deadlines in the coordination and execution of mutual fund trades and follow up, with minimal errors
  • Proficient computer skills, including Microsoft Office applications
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.

Milwaukee, WI 53212, US