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Operations Specialist (Assets) | Operations Specialist in Accounting & Finance Job at Randstad1

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Operations Specialist (Assets)

Columbus, GA

Financial Operations Specialist. Experienced Finance/Accounting with Assets. Serve as point of contact for customers' account inquires. Research and resolve complex account issues, as needed, in a timely manner for asset movement, dividend posting, and various other transactions. Perform charitable gifting in an accurate and timely manner. "Perform quarterly reconcilement of dividend posting, including communication and coordination with vendor and internal customers. Assist Ops Manager in performing monthly, quarterly, and/or annual pricing updates for unique assets. Assist with booking of unique assets onto the system of record for purposes of consolidated reporting, where requested by the client. Monitor daily disbursements and work with family office specialists to minimize or altogether avoid account overdrafts. " ? Coordinate collection of details and process paperwork for account opening and closing and any associated transferring of assets in or out of the organization. Initiate outgoing wires to outside money managers for Bay Avenue Funds. Provide administrative support to FAM Wealth Strategies team for Grantor Remainder Annuity Trust (GRAT) origination, maintenance, closings, and payments. ? Work in collaboration with FAM Investments to coordinate and schedule annual outside manager due diligence calls and/or meetings. Collect and organize data for outside investment managers pertaining to annual due diligence requirements. Process receipt of said documents and maintain due diligence documentation database.Working hours: 8:00 AM - 5:00 PMSkills:Requires a level of knowledge normally gained through completion of an undergraduate degreeEducation:BachelorsRequirements:- Good attention to detail- Outstanding verbal and written communications skills - Excellent issue solving skills - Proficient with Microsoft office suite Microsoft excel, Microsoft word - Excellent interpersonal and customer service skills asset or legal backgroundRandstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and requirements to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no 1 works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Info, Service in the Uniformed Services or any other classification protected by law.
Randstad USA
Accounting & Finance
November 8 on Logic Melon
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More About this Listing: Operations Specialist (Assets)
Operations Specialist (Assets) is a Accounting & Finance Operations Specialist Job at Randstad USA located in Columbus GA. Find other listings like Operations Specialist (Assets) by searching Oodle for Accounting & Finance Operations Specialist Jobs.