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Operations Specialist

Company: Robert Half
Location: Hoffman Estates
Posted on: April 28, 2021

Job Description:

Ref ID: 01693379Classification: Operations SpecialistCompensation: DOETo apply for this Operations Specialist role, email your resume to John Sadofsky In the subject line, type "Operations Specialist role"ResponsibilitiesPrepare and complete account opening paperworkLink and maintain client accounts in the firm wealth planning systemPerform regular account maintenance (e.g. Name/address changes, beneficiary information, reporting statements, changes to trustee, etc.)Assist clients with transaction requests (Move Money, Deposit Checks)Open and Service Pledged accounts Work with custodians to process out wire requests. Proactively follow up and resolve any asset transfer issues, to ensure successful receipt of both ACAT and Non ACAT transfers.Work with Chief Compliance Officer (CCO) to archive electronically all client documentationPrepare system reports for CCO's periodic reviewJob Requirements:RequirementsProficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook.Ability to learn proprietary software and databases (Tamarac CRM)Registered Investment Advisory (RIA) and/or Family Office experience3+ Years' Experience To apply for this Operations Specialist role, email your resume to John Sadofsky In the subject line, type "Operations Specialist role"Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs. When you work with us, you're working with the best. Robert Half has been recognized as one of FORTUNE's "Most Admired Companies" every year since 1998 and was No. 1 on Forbes' annual ranking of America's Best Professional Recruiting Firms. Questions? Call your local office at 1.. All applicants applying for U.S. job openings must be legally authorized to work in the United States. -- 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( ).

Keywords: Robert Half, Hoffman Estates , Operations Specialist, Accounting, Auditing , Hoffman Estates, Illinois

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