Investment Operations Specialist

$55,000 - $55,000/Yr

Pma Financial Network - Naperville, IL

Full-time - Entry Level

Naperville, IL

Administrative and Support Services

About the position

The Investment Operations Specialist at PMA Financial Network is responsible for managing middle office money movement across various investment and banking platforms. This role focuses on transferring investment funds through Fed-Wire transfers and ACH transactions, ensuring accuracy and efficiency in financial operations. The position is critical to the daily operations of the firm and requires strong attention to detail and interpersonal skills.

Responsibilities

• Transfer investment funds via Fed-Wire transfers and ACH transactions.
• Manage middle office money movement across various investment and banking platforms.
• Ensure accuracy and efficiency in financial operations.
• Collaborate with team members to meet challenging expectations.

Requirements

• Bachelor's degree or equivalent experience and/or training.
• Strong attention to detail.
• Excellent interpersonal skills.

Nice-to-haves

• Experience in sales.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance