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Operations Specialist

Boston, MA 02126

Posted: 04/19/2024 Employment Type: Direct Hire Job Number: 41819 Pay Rate: 60,000

Job Description

Our client, a well-known firm, is seeking an Operation Specialist to join their growing team.

  • Processing checks, wires, ACH payments, transfers and receipts. 
  • Maintenance of all recurring cash items.
  • Reconciliation of cash balances and addressing all discrepancies 
  • Supporting the Asset team processing internal account transfers and stock gifting
  • Assisting the investment team with processing capital calls and distributions.
  • Maintain account and client data on accounting system. 

  • Bachelor’s Degree required
  • At least 3+ years of progressive experience within Trust Operations.
  • Excellent communication and client interaction skills.
  • Must have strong MS Suite skills, expert Excel skills.

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