Investment Operations Specialist
$50k - $60kFind Great People | FGP
We are seeking an Investment Operations Specialist for a financial services company in Greenville, SC. The ideal candidate will be professional, quick to learn, and a team player. This is a full-time, direct hire, onsite position. Responsibilities: Collaborate with advisors to ensure successful and accurate account setup and client onboarding. Track investment activities and reconcile trades. Monitor account activities. Prepare quarterly progress reports. Manage the preparation and processing of applications and forms for clients to maintain accounts. Qualifications: Bachelor's Degree required; Business, Finance, or Economics preferred. At least 2 years of relevant experience; financial services experience preferred. Strong written and verbal communication skills. Proficiency in MS Office products. Compensation and Benefits: Salary range of $50,000 to $60,000, depending on experience. Health insurance stipend. 401(k) plan. PTO and paid holidays. Additional Details: Seniority level: Associate Employment type: Full-time Job function: Finance #J-18808-Ljbffr Find Great People | FGP
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Operations Specialist in Greenville, SC vacancy
- ...Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.Position Overview:The Human Capital Operations Specialist will drive day-to-day internal departmental efficiency while executing end-to-end project management. The Operations Specialist...SuggestedFull timeContract workWork at officeFlexible hours
- ...consulting provider seeks a Database Administration and Service Specialist in Greenville, SC. The role includes support for various... ...Information Technology with significant experience in database operations and SQL Server. Benefits include paid holidays and health insurance...Suggested
DATASOFT TECHNOLOGIES
Greenville, SC1 day ago - ...Wastewater Operations SpecialistLetter from Operators Unlimited President, Ben Fields:Do you thrive in a collaborative environment where... ...team and actively looking for a Wastewater Operations Specialist who can help transform our customers and how they treat their...SuggestedLocal areaShift work
Operators Unlimited, Inc.
Greenville, SC18 hours ago - ...Rewards & Benefits Industry-Leading Care & Innovation Responsible Environmental Stewardship About the Role Operations Specialist The Operations Specialist role is one that supports patient care and operational excellence in our business. This role...SuggestedTemporary workWork experience placementWork at officeFlexible hours
AdaptHealth LLC
Greenville, SC1 day ago - ...responsibility and we work together to foster a culture where everyone belongs and is inspired to do their best work. As an Operations Specialist, you make sure that products flow smoothly through the store by maintaining product availability for customers, completing...SuggestedLocal areaRelocationNight shift
Apple
Greenville, SC4 days ago - ...Summary This position reports to Sr. Manager, Technical Operations, and is responsible for providing support for applications and... ...Operate as part of a greater and very diverse team including many specialist roles. Must be willing to cross-train and cross-support other...Casual workWork at officeRemote work
Purpose Financial
Greenville, SC10 hours ago $83k - $154k
...apply for this role.Job DescriptionThe AI Reviews / DevSecOps Specialist supports secure delivery of traditional and AI-enabled solutions... ...before production use. The role works closely with Security Operations, AI Security and Privacy Architecture, developers, internal business...For contractorsLocal area$83k - $154k
...culture you would like to work in, you’re invited to apply for this role.Job DescriptionThe 3rd Party Risk, DLP, and PKI Specialist supports Security Operations by evaluating third-party technology risk, managing data protection control requirements, and supporting...Contract workFor contractorsLocal area$83k - $154k
...world together. If this sounds like a culture you would like to work in, you’re invited to apply for this role.Job DescriptionThe Specialist I has a depth of knowledge within designated Information Technology (IT) area of responsibility that is applied to diverse...For contractorsLocal area- ...Staff Water Operations SpecialistTogether, we own our company, our future, and our shared success. As an employee-owned company, our people are Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their...Full timePart timeWork experience placementWork at officeRemote workWorldwideRelocationVisa sponsorshipFlexible hours
Black & Veatch
Greenville, SC2 days ago - ...About the Role The seasonal Operations Technical Specialist supports the operational readiness of H&R Block's seasonal tax office network. This... ...a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive...Part timeWork experience placementSeasonal workWork at officeRelocationFlexible hours
H&R Block
Greenville, SC2 days ago - A financial services company in Greenville is seeking a professional candidate to join their team as a Operations Specialist . The ideal candidate will be eager to learn and have excellent customer service and communication skills. Responsibilities Prepare, process and...
- ## Wealth Operations Specialist I - Greenville, SCPostulerremote type: Sur placelocations: Greenville, South Carolina: Mount Laurel, New Jerseytime... ...Rewards Package**Our Total Rewards package reflects the investments we make in our colleagues to help them and their families...Temporary workWork at officeLocal areaWork from homeFlexible hours
- Systems Operations Specialist | Purpose Financial Keep Systems Running. Keep Our Mission Moving. Who We Are For over 25 years, Purpose Financial... ...snacks/drinks at our downtown Greenville headquarters Invest in Your Future Tuition Reimbursement to advance your career...Casual workH1bRemote work
- Letter from Operators Unlimited President, Ben Fields Do you thrive in a collaborative environment where what you say and do matters and... ...team and actively looking for a Wastewater Operations Specialist who can help transform our customers and how they treat their...Live outWork at officeLocal areaShift work
$23.25 - $30.75 per hour
TD Bank à Greenville, Caroline du Sud, recherche un Wealth Operations Specialist I. Ce rôle d'entrée de gamme effectuera des tâches opérationnelles spécialisées en soutien à la gestion de patrimoine. Le candidat idéal aura un diplôme de premier cycle ou un diplôme de lyc...- ...support them in transforming their businesses and in managing their operations across the areas of Customer Experience, Repair Optimization,... ...Description MSX International is seeking an Operations Specialist who will evaluate current dealer fixed operations, identify...Full timeWorldwide
MSX International
Greenville, SC5 days ago - ...collection efforts across the MD's full portfolio, with a strong focus on aged accounts. The role partners closely with Revenue Specialists, A/R teams, and Firm leadership to ensure escalation protocols are followed, recommendations are clearly presented, and MD decisions...Flexible hours
Ogletree Deakins
Greenville, SC3 days ago $72.89k - $87.33k
...Investment Analyst The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership of Wealth Management. The Investment Analyst will also develop...Full timeLocal areaRemote workUnited Community Bank
Greenville, SC3 days ago- ...Vivacity Tech is seeking an Inventory Operations Associate to support daily pre-deployment tasks, ensure assets are prepared, processed, and moved efficiently, and drive high-quality service across departments. The role requires willingness to flex into production, inventory...Flexible hours
Vivacity Tech
Greenville, SC18 hours ago - H&R Block is seeking a Seasonal Operations Technical Specialist in Greenville, SC. This role involves supporting the operational readiness of seasonal tax offices, ensuring compliance with brand standards. Responsibilities include office setup, technical support, and equipment...Seasonal workWork at office
- Job Description MSX International is seeking an Operations Specialist who will be responsible for the professional delivery, installation and sustainment of MSX International Express Service prescribed solutions. The Operations Specialist is the lead liaison with FCSD Zone...
- ...and report on key performance indicators (KPIs) that support operational and business performance. Conduct regular audits of Project Delivery... ...Administrator (CSA), ServiceNow Certified Implementation Specialist (CIS-PPM), PMP, or CAPM is a strong plus. #J-18808-Ljbffr...
TPI Global Solutions
Greenville, SC2 days ago - ...performing the duties of this job, the employee is:• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone• Required to have specific vision abilities which...Full timeContract workWork at officeRemote workFlexible hours
- ...Operations AssociateWe are looking for an energetic and highly-motivated Operations Associate who is interested in working in a dynamic, fast paced warehouse environment. We offer plenty of room for professional growth and advancement. If this sounds like the job opportunity...
Factory Motor Parts
Greenville, SC4 days ago $23 - $25 per hour
...Operations and Data Coordinator Greenville, SC • Hybrid • Full-Time • $23–$25/hour The Opportunity We're a growing company in the employee group benefits market looking for a technically strong Operations and Data Coordinator to own client onboarding, financial...Full timeContract workWork at officeMonday to FridayEmployer SeniorCare Solutions
Greenville, SC4 days ago- ...Role Overview This role owns the execution and continuous improvement of client onboarding, pricing workflows, and operational data processes. Approximately 60% of the role is onboarding, with regular client interaction via email and meetings. The focus...
Find Great People
Greenville, SC18 hours ago $19 - $22 per hour
...Operations Specialist Starting Pay: $19.00 to $22.00 per Hour Position Summary: We are seeking an eager-to-learn Operations Specialist for our Greenville, SC (Greer, SC) location. This is a manual labor position within our warehouse. As there is growth potential...Hourly payFull timeTemporary workShift workWurth Wood Group
Greer, SC11 hours ago- ...Job Description Job Description Payroll Operations Employee Service Specialist Location: Greenville, SC Temp to Perm Hybrid: M/T/W in office, Th/F remote The first 2-3 weeks of training will be fully in the office Job Description Position Overview...Permanent employmentTemporary workWork experience placementWork at officeLocal areaRemote work
Apidel Technologies
Greenville, SC24 days ago - ...A global consulting firm is seeking a consultant to support operations projects in the automotive industry. You will analyze and optimize business processes, contribute to digital transformation, and support quality management. The ideal candidate holds a relevant degree...
P3
Greenville, SC2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Operations Specialist. Be the first to apply!
Related searches
- flight operations specialist Greenville, SC
- it operations coordinator Greenville, SC
- aviation operations specialist Greenville, SC
- bank operations specialist Greenville, SC
- people & operations coordinator Greenville, SC
- provider operations coordinator Greenville, SC
- office operations specialist Greenville, SC
- systems operations specialist Greenville, SC
- trading operations specialist Greenville, SC
- operations management specialist Greenville, SC