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Operations Specialist

Operations Specialist

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Code: 2638
Location: St. Louis, MO
Local Candidates Only Please.

Great Team Culture and Stability!!


This is an excellent opportunity for an Operations Specialist II who is looking for a fantastic financial services/investment team to join. This opportunity does not come around very often, so don’t let this one pass you by!! This opportunity offers a positive team-culture, stability and great comp and benefits.  

What They Offer:


Great team culture, firm stability, solid comp and benefits including a strong PTO policy!! This could be your “forever” team!!

What You’ll Be Doing:
 

  • Assist with client account on/off-boarding  
  • Process client investment and reallocation requests
  • Reviews of portfolio cash levels  
  • Account management and reconciliation
  • Client service focused
  • Assist with special projects

What You Offer:
  • 3+ years experience in similar role
  • Experience in the financial/investment services industry
  • Experience managing confidential information
  • Professional presentation and workstyle 
  • Enjoys serving in a role with a variety of duties
  • Strong attention to detail and effective communication skills
  • Team player and strong attention to detail 

For immediate consideration, please forward your resume in Word format, as an attachment to careers@rubinbrownexecutiverecruiting.com.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity posters provided by OFCCP.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or application. However, employees who have access to the compensation information of other employees or applicants as a part of the essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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