Operations Specialist

The Financial Services Team at Russell Tobin & Associates is hiring for an Operations Specialist (Mutual Fund Services) in Jersey City, NJ OR NYC!

The Operations Specialist (Mutual Fund Services) is responsible for performing high-level, specialized operational fund account opening activities. This role supports the firm's business lines and involves dealing with moderately complex issues. Some objectives include fund account documentation review and execution, communication with fund companies, processing and recording transactions, reporting and acknowledgment, and reconciliation.

Additional Information:

Hybrid schedule: 2 days remote / 3 days in office

Weekly hours: 40 hours

Expected term: 6 months or longer

Contract, but temp to perm

Pay: $24-$26 an hour

Key Responsibilities

Process transactions and verify information

Perform intraday and end-of-day reconciliation

Ensure all deadlines and requirements are met

Provide superior client service

Ensure timely response to internal and external requests

Follow up on open inquiries

Identify and document errors to reduce exposure

Interact with other departments for issue resolution

Manage associated fund account project

Qualifications

Bachelor's degree required

Recent Graduate

1 to 2 years of financial services experience (internships count)

Proven knowledge of one or more product areas within Operations

Ability to perform technical responsibilities with high competence

Preferred Skills

Aptitude for thorough and timely research, analysis, and resolution

Effective verbal and written communication s

Strong organizational skills

Ability to multi-task and juggle assignments

Teamwork capability

Ability to meet deadlines and work under pressure

Proactive self-starter who is detail and goal-oriented