GWIM Senior Operations Representative

Job Description:

Job Summary:

Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.

Line of Business Job Description:

The Institutional Retirement Investment Services Pricing Specialist is critical to providing back-office service and support regarding the timely and accurate valuation of equity, mutual fund, collective investment fund, and money market investments for Retirement plan clients. The role is key in managing daily business objectives including monitoring the various transmission files, validating key control reports, finalizing the release of the record-keeping system.

Responsibilities include but are not limited to: processing manual price inputs, updating the record-keeping system for price revisions and reviewing for impacted activity, and verifying prices of securities in which large trades are taking place.

Required Skills:

  • Basic understanding of investments
  • Excellent interpersonal and oral/written communication skills
  • Knowledge of Microsoft Office products
  • Organizational and well-developed analytical skills
  • Professionalism
  • Can work independently

Desired Skills:

  • Industry experience
  • Complete 3-5 hours of Investing in You Training


2nd shift (United States of America)

Hours Per Week:


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