Senior Operations Specialist

Confidential Company  •  Boston, MA

5 - 7 years experience  •  Business Services

Salary depends on experience
Posted on 09/22/17
Confidential Company
Boston, MA
5 - 7 years experience
Business Services
Salary depends on experience
Posted on 09/22/17

Description

Kforce has a client in search of a Senior Operations Specialist in Boston, MA. Essential Duties:

  • Initiate follow-through on action points with clients
  • Maintain and update databases
  • Run investment reporting
  • Liaise with outside managers
  • Help to process system migrations
  • Perform special projects
  • Assist with compliance and other operational matters

Requirements

  • 5-7+ years of operations/client service experience in financial services
  • Experience using Tamarac's Advisor View and Advisor Rebalancing, Portfolio Center, and Junxure Cloud
  • Familiar with brokerage and registered investment advisory firm operations
  • Understanding of investments and the financial markets
  • Proficient in Microsoft Office applications, particularly Excel
  • Excellent communication skills

JobID: 1662167-EQG

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