The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities.
Essential Duties & Responsibilities :
Client Responsibilities
Investment Operations Responsibilities
Office Responsibilities
Education & Experience :
Four-year bachelor's degree in finance, accounting, or other closely related field. May substitute 1.5 years of experience for one year of education.
Knowledge, Skills & Abilities:
Supervisory Responsibilities: None
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.
EEO/AAP Statement:
We provide equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.
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