Investment specialist

Note: Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. The position is Onsite (No Work from Home). Position Details: Position: Operations Specialist Job duration: 06 months of contract Location: Dallas, TX USA 75202 (Onsite) Work Schedule: Monday - Friday Pay Range: $22-24/hr Roles and Responsibility: Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed. Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading. The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date. Ensure all trades are posted in the correct account by settlement date. Communicate with outside Third Party Money Manager to resolve issues timely. Metrics collection, reporting, and analysis coordination

Created: 2025-01-15