Investment Operations Specialist
Kforce
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
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