Accounting, Finance and Business Grads – Investment Operations Administrator

Accounting / Finance / Banking
ENTRY LEVEL – GREAT FOR GRADS
Operations Administrator in Investment Services
Up to $45,000 to start plus great company-sponsored benefits AND annual bonus program
Near West Suburbs – Oak Brook Area

As Operations Administrator in the Investment Services Department, your job duties and responsibilities will include:

Learning the policies and procedures of the Investment Services Department
Learning to review a high-volume of daily transactions
Learning to process daily cash settlements
Learning to reconcile daily positions of publicly-traded stocks, bonds and mutual funds within custodial accounts
Learning to post transactions in the Trust Accounting System
Learning to place client trades
Learning to monitor open orders
Creating and maintaining written operating procedures
Offering solutions to improve Departmental efficiencies
Assisting with special projects as needed

An ideal candidate profile will include the following experience:

A Bachelor’s Degree in Business, Finance, Accounting or similar
AND a GPA of 3.0 or higher
AND related work experience, through internships, part-time and/or summer jobs, while in school

In addition to the following desired qualifications:

– The willingness and ability to work overtime as necessary (all OT is paid at time-and-a-half)
Intermediate to advanced proficiency with Microsoft Word, Excel, Outlook
Fast and accurate data entry skills
Comfort with numbers, data and math
Analytical skills
Advanced communication skills
Relationship management skills
Problem-solving skills
Attention to detail
Organizational skills
Follow-up skills
Teamwork skills
The ability to handle confidential information with discretion

PLUSES… That may enable your resume to stand out:

+++ Any amount of full-time experience within the Accounting, Finance, Financial Services and/or Banking Industries

+++ Knowledge of Trust Accounting System

+++ Knowledge of IRAs and/or Alternative Assets

+++ Clerical Accounting experience

JobGiraffe’s client is a leading provider of services to the banking and financial services industries.

Please submit your resume by using the Apply Now feature.

All resumes submitted will be reviewed based on the candidate profile listed above.

Candidates with the most relevant background will be selected first and asked to participate in a screening.

Initial screenings can be done in-person during office hours, before or after hours, by Skype or by phone if needed.

Leave a comment