Pittsburgh based Financial firm is looking for an Operations Specialist. Must have a strong willingness to learn and the ability to train quickly. The position involves working with a small team of Operations Specialists supporting Financial Advisers & Asset Managers. Some duties to include setting up new accounts, processing account transfers, entering information, reviewing documents for accuracy & completeness, and maintaining existing accounts.
Company offers excellent benefits and room for advancement.
- Degree in business, finance, accounting, or related
- Financial internship is a plus (banking, brokerage, investment, etc.)
- Excellent Word and Excel skills
- Great communication skills
- Ability to work in a team and independently
- Strong attention to detail