Overview In this role you support complex financial and tax operations within a fast paced environment. You will handle transaction processing, reconciliation, and reporting to ensure accurate records and timely processing for advisory and investment activities. You'll work with cross functional teams to adapt to changing business needs and uphold control standards. This position offers exposure to a broad range of investment vehicles and operational processes while contributing to the firm's client facing and back office efficiency goals. Compensation / BenefitsMedical, dental & vision401(k) Retirement PlanLife InsuranceShort and long term disabilityHealth Spending Account (HSA)Time Off/Leave (PTO) ResponsibilitiesProcess receipts and journal requests, monitor disbursement work queues, and handle disbursement processingProcess divorce and death claim tasks and tax operations workExecute ACAT, Non ACAT, and Mutual Fund transfersReview reports for ledger reconciliation and end of day balancesSupport investment transaction accounting and position reconciliation for accurate reportingDaily processing of compensation sharing arrangements for new and existing advisorsComplete daily tasks across multiple applications following established proceduresTake on additional tasks to align with changing business needs Key requirementsExcel proficiency (very strong)Strong written and verbal communication skillsAttention to detail and analytical reporting abilitiesAbility to work under pressure and meet deadlinesOrganizational skills and multi project handlingKnowledge of financial investment vehicles (mutual funds, fixed income products, options, stocks, variable annuities)Familiarity with Documentum, BETA, Visio, Adobe, Siebelcommunicationattention to detailthrive under pressureExcel (advanced)DocumentumBETA
Not specified in the original listing.
Not specified in the original listing.
TEKsystems is a leader in Full-Stack Technology Services and Talent Services, focusing on transforming ideas into solutions. They partner with a wide range of clients to drive change and innovation across various industries. Read More