Operations Specialist II

About Argent Argent Capital was founded in 1998 to build long-term wealth for clients through disciplined investment management and exceptional client service, a focus that continues to shape how the firm operates today. That long-term mindset extends beyond our investment decisions and into how the firm is structured. Argent is a 22-person, 100 percent employee-owned boutique investment firm focused on active management in U.S. equities, with $4 billion in assets under management. Employee ownership influences how decisions are made, aligning accountability with the responsibility to make thoughtful, long-term decisions in the best interests of our clients and the firm. The result is a culture that is collaborative, candid, and performance oriented. Ideas are debated openly, relationships are built on trust and directness, and responsibility is shared. The firm operates with a small-team mindset where people are expected to think independently, engage deeply, and take ownership of outcomes, a culture recognized by the St. Louis Business Journal as a Best Place to Work. Overview of the Position The Operations Specialist II is a solutions-oriented member of Argent's operations team who thrives in a highly collaborative, on-site work environment and works effectively both independently and as part of a team. This role is responsible for calculating all client-directed monetary requests and Portfolio Manager-directed model strategy changes. Tasks vary in complexity and require the ability to follow processes efficiently, think critically, solve problems under pressure, and manage multiple priorities within tight deadlines. The role also requires a strong understanding of internal systems, with opportunities to improve processes and champion new workflow efficiencies. Clear, concise, and accurate written and verbal communication is critical to exceeding client expectations. Responsibilities Process daily client investment and reallocation requests, including model strategy changes, stock gifting, cash raises, cash investments, and tax-loss harvesting. Administer the order management system daily by maintaining current client, system, security, and market data, including daily reviews of portfolio cash levels. Maintain all customized client portfolio restrictions and restriction groups. Communicate with brokers and custodians to reconcile any settlement breaks. Provide back-up to teammates and assist on projects as needed. Qualifications 5 + years' experience in financial services or a related industry. Bachelor's degree in business, accounting, or a related field. Ability to solve problems, think critically, and prioritize workload in a fast-paced environment. Exceptional organization and communication skills. High quality work that is met with a sense of urgency and accuracy. Work experience in a team environment with successful ability to work independently. Experience with Microsoft Office Suite. Willingness to learn new systems. Must be authorized to work in the United States and not require work authorization sponsorship by Argent now or in the future. #J-18808-Ljbffr Socket.dev