Cincinnati, OH, USA
10 days ago
Investment Operations Specialist
Kforce has a client in Cincinnati, OH that is seeking an Investment Operations Specialist. Responsibilities: * 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 * 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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