investment operations associate in minneapolis

posted
job type
permanent
salary
US$ 50,000 per year
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job details

posted
location
minneapolis, minnesota
job category
Banking
job type
permanent
working hours
9 to 5
salary
US$ 50,000 per year
experience
3 Years
reference number
480896
phone
612.313.7997

job description

job summary:

Could you work in an office environment of a boutique investment management firm that manages accounts for individuals, families, trusts, retirement funds, and institutions? Our client is looking to add a member to their team due to growth and an increasing demand in their business.

  • This position offers access to senior level decision makers. Small entrepreneurial office; chance to take ownership of several key functions within the company.
  • Work with a owner-operated $1B investment manager who select individual stock investments and manages client portfolios.
  • Upmarket office social arrangement, competitive compensation with great growth potential, free downtown parking, and located on a high floor of a desirable downtown office building.
 
location: Minneapolis, Minnesota
job type: Permanent
salary: $50,000 - 70,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 3 Years
 
responsibilities:

Operational Role:

  • Reconciliations of securities trades, have a strong attention to detail and ability to multitask, reconciliations are completed daily
  • Maintain performance statistics on marketing materials, company website, internal and external databases
  • Assist firm's Director of Client Operations with daily tasks, and operational related materials
  • Maintain and update company website
  • Manage quarterly mailings to clients, account statements, and marketing materials
  • Ensure client and data uploads successfully completed on daily basis
 
qualifications:
  • College degree
  • 3-7 years of experience, with experience in banking or financial service operations or as a sales assistant (securities preferred) in the financial industry
  • Experience with equities preferred but not required
  • Excellent customer service
  • Marketing exposure is a plus
 
skills: Account Reconciliation, Bank Reconciliations, Banking Operations, Documentation of Operations, Operational improvement

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

skills

Account Reconciliation, Bank Reconciliations, Banking Operations, Documentation of Operations, Operational improvement

qualification

  • College degree
  • 3-7 years of experience, with experience in banking or financial service operations or as a sales assistant (securities preferred) in the financial industry
  • Experience with equities preferred but not required
  • Excellent customer service
  • Marketing exposure is a plus

responsibilities

Operational Role:

  • Reconciliations of securities trades, have a strong attention to detail and ability to multitask, reconciliations are completed daily
  • Maintain performance statistics on marketing materials, company website, internal and external databases
  • Assist firm’s Director of Client Operations with daily tasks, and operational related materials
  • Maintain and update company website
  • Manage quarterly mailings to clients, account statements, and marketing materials
  • Ensure client and data uploads successfully completed on daily basis

educational requirements

Bachelor's degree