Investment Operations Spec 4
US Bank
 Saint Louis, MO

Position Description

Performs a variety of operational duties within an assigned area of Investment Operations. Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information. Verifies account entries, ensures totals balance and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied. Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.

Basic Qualifications

  • High school diploma or equivalent
  • Four or more years of experience in investment operations activities

Preferred Skills/Experience

  • Advanced knowledge of the investment operations within the assigned area
  • Thorough knowledge of the computer applications used in the assigned area
  • Strong ability to manage multiple tasks/projects and deadlines simultaneously
  • Ability to operate various types of office equipment
  • Strong customer service and relations skills
  • Ability to identify and resolve/escalate problems
  • Advanced mathematical and/or accounting skills
  • Good data entry skills
  • Effective verbal and written communication skills