Operations Specialist

  • location: Dallas, TX
  • type: Contract
  • salary: $17 - $22 per hour
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job description

Operations Specialist

job summary:
Description:

1. Flexibility to work in an evolving environment

2. Organizational and time management skills to meet intraday deadlines

3. Demonstrate logical, systematic approach to problem solving

The duties of this particular role include, but are not limited to:

Monitor, analyze, and validate industry data as it applies to investments for one of the leading global investment firms.

Reconcile and balance system generated reports

Identify exceptions and provide problem resolutions for function related items

Perform mathematical calculations

Research system records for transactions, positions, beneficial owners, name address files, or specific account documentation in support of unit workflow

Processing transactions to the trust accounting system according to policy, procedures, and standards

Communicate verbally and written in a professional manner with internal and external business partners

Skills

  • Positive attitude
  • An understanding of financial transactions and investments
  • An understanding of technology applications, Flexibility to work peak processing days and times
  • Proficient in Excel
 
location: Dallas, Texas
job type: Contract
salary: $17 - 22 per hour
work hours: 8 to 5
education: Bachelor's degree
experience: 3 Years
 
responsibilities:
Description:

1. Flexibility to work in an evolving environment

2. Organizational and time management skills to meet intraday deadlines

3. Demonstrate logical, systematic approach to problem solving

The duties of this particular role include, but are not limited to:

Monitor, analyze, and validate industry data as it applies to investments for one of the leading global investment firms.

Reconcile and balance system generated reports

Identify exceptions and provide problem resolutions for function related items

Perform mathematical calculations

Research system records for transactions, positions, beneficial owners, name address files, or specific account documentation in support of unit workflow

Processing transactions to the trust accounting system according to policy, procedures, and standards

Communicate verbally and written in a professional manner with internal and external business partners

 
qualifications:
Skills

  • Positive attitude
  • An understanding of financial transactions and investments
  • An understanding of technology applications, Flexibility to work peak processing days and times
  • Proficient in Excel
 
skills: Banking Operations
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.

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