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9 days old

Investment Operations Specialist -Cincinnati, OH

Kelly Services
Cincinnati, OH 45217
Kelly Services is seeking an experienced **Investment Operations Specialist** for our global banking company in downtown Cincinnati, OH. Position will be work from home with some time onsite as required. Possible temp to hire opportunity, Monday-Friday 8am to 5pm paying **$22.55/hr.** to start.


Performs a variety of operational duties within an assigned area of Global Fund Custody. Process the closing of custody accounts. Disburse the cash and assets related to the account closing. Notify impacted departments and work with the client, fund accounting and administration team to finalize all transactions within the account, update necessary coding, and deactivation of fee billing prior to closing. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of final account billing statements and information. Review existing accounts for accuracy of account coding and governing document compliance. Maintain account records through upload into record retention systems. Communicate with business partners to obtain updated information and confirmation of existing account detail. 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.


**Qualifications**


Experience in investments, banking and or finance


Outstanding customer service skills


MS Office proficient


High school diploma or GED


Local to Cincinnati area


**Kelly Temporary Employee Perks:**


** Kelly-sponsored Affordable Care Act health care coverage available for eligible employees**


** Group medical, prescription, vision, dental, life, and short-term disability insurance options that are available for purchaseand the coverage is portable***


** Service bonus plan**


** Holiday pay plan**


** Weekly electronic pay options**


** Free online training campus available**


** Exclusive online employee community**


** Employee assistance program (EAP) available at no cost**


** Corporate discounts**


** Transportation spending accounts**


***Offered and administered by EnrollVB. These plans are not sponsored by Kelly Services.**


**Important information:** This position is recruited for by a National Kelly Services Recruiter, not your local Kelly branch. To be considered for this position, you must use the submit now button below to submit your resumes. If you have questions about the position, you may contact the recruiter recruiting for this position ( **Melody at meld187@kellyservices.com** ) however your resume must be received via the submit now button included within.


**We invite you to bookmark our Web site and encourage you to review it regularly for new opportunities worldwide:** www.kellyservices.com **.**


**_Kelly Services is a U.S.-based Fortune 500 company. With our global network of branch locations, we are uniquely positioned to provide our customers with international staffing support and our employees with diverse assignments around the world._**


**Kelly Services is an Equal Opportunity Employer.**


**Why Kelly** **** **?**


Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.


**About Kelly** ****


At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.


Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2021-02-19 Expires: 2021-03-22

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Investment Operations Specialist -Cincinnati, OH

Kelly Services
Cincinnati, OH 45217

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