Talent.com
Investment Operations Specialist/Banker/Teller
Investment Operations Specialist/Banker/TellerPyramid Consulting, Inc • Cincinnati, OH
serp_jobs.error_messages.no_longer_accepting
Investment Operations Specialist / Banker / Teller

Investment Operations Specialist / Banker / Teller

Pyramid Consulting, Inc • Cincinnati, OH
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.temporary
job_description.job_card.job_description

Immediate need for a talented Investment Operations Specialist / Banker / Teller. This is a 12+months contract opportunity with long-term potential and is located in Cincinnati OH (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID :   25-81997

Pay Range : $21 - $23 / hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities :

  • Validate new account documentation is completed
  • Ensure account openings are processed timely and accurately based on client elections with critical documents being retained within systems of record, including initiation of fee billing for new accounts
  • Effectively communicate efforts, status updates, and challenges to all internal contacts, ensuring proper escalation as needed
  • Embracing technology and finding new ways to solve problems
  • As an early career position, our broader team will help you grow and develop to gain experience and understanding of our customers, product, and provided services.
  • We provide a career path that can lead to working on deals of more complexity and with increasing autonomy
  • Responsible for the opening of Investment Services accounts of various sizes established by clients for various purposes.
  • Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and within procedural guidelines relative to new, existing and closing accounts

Key Requirements and Technology Experience :

  • Key Skills; Customer Service / Account opening / Banking products
  • Associate degree, or equivalent work experience
  • Two to four years of job-related experience, preferably in institutional trust and / or financial industry
  • Thorough knowledge of trust administration, mutual fund products, and sales
  • Thorough knowledge of account management, trust operations, project management, and legal regulations
  • Ability to resolve complex problems with minimal guidance
  • Effective interpersonal, verbal, and written communication skills
  • Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

    Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy  here .

    #Tel

    serp_jobs.job_alerts.create_a_job

    Operation • Cincinnati, OH

    Job_description.internal_linking.related_jobs
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Cincinnati, OH
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Lead Teller

    Lead Teller

    Key Bank • Hamilton, OH, United States
    serp_jobs.job_card.full_time
    Hamilton Richmond Road - Hamilton, Ohio 45013.Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in id...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Banking Specialist

    Banking Specialist

    Warsaw Federal Savings & Loan Association • Cincinnati, OH, United States
    serp_jobs.job_card.full_time
    The Universal Banker is the core role within the First Federal Lakewood retail branches.There are 3 levels within the Universal Banker job family with progressive responsibilities.All Universal Ban...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Floater Teller

    Floater Teller

    TruPartner Credit Union • Cincinnati, OH, United States
    serp_jobs.job_card.full_time
    Are you a positive person that flourishes with social interaction? Do you enjoy helping the community with quality customer service? Are you looking to join a. Life and disability insurance and some...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Specialist, Travel Reconcilation

    Specialist, Travel Reconcilation

    AAA Club Alliance • Cincinnati, Ohio, USA
    serp_jobs.job_card.full_time
    Travel Reconcilation Specialist.This position is responsible for ensuring the integrity of cash receipts commission tracking and agent invoicing information that interfaces to the general ledger wh...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Fraud Specialist

    Fraud Specialist

    eTeam Inc • Cincinnati, Ohio, United States
    serp_jobs.job_card.temporary
    serp_jobs.filters_job_card.quick_apply
    Location : Cincinnati, Ohio 45226 (Onsite).AM to 4 : 00 PM Central with a 30-minute unpaid break.Zero absences are allowed during the training period. Ability to learn from mistakes.Assist in implement...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Teller

    Teller

    PNC Bank • Grandview, Ohio, USA
    serp_jobs.job_card.full_time +1
    At PNC our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers. We work together each day t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Investment Analyst

    Senior Investment Analyst

    Selby Jennings • Cincinnati, OH, United States
    serp_jobs.job_card.full_time
    A leading hedge fund specializing in long-only and long / short investment strategies.The firm prides themselves on their commitment to excellence and delivering superior returns for their clients.Th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_hour • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Consumer Banker II (Mt.Healthy)

    Consumer Banker II (Mt.Healthy)

    First Financial Bancorp • Cincinnati, OH, United States
    serp_jobs.job_card.full_time
    We do the right things, right now.We do them in a way that is relevant to our clients.Become a part of our history as it continues to be written!. If you are interested and qualified for this role, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Regional Operations Specialist

    Regional Operations Specialist

    BrightSpring Health Services • Cincinnati, OH, United States
    serp_jobs.job_card.full_time
    Regional Operations Specialist.US-KY-LOUISVILLE | US-OH-CINCINNATI | US-AR-LITTLE ROCK.The Regional Operations Specialist is responsible for coordinating and overseeing the administrative and opera...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Lead Teller

    Lead Teller

    KeyCorp • Hamilton, OH, US
    serp_jobs.job_card.full_time
    Location : 1492 Hamilton Richmond Road - Hamilton, Ohio 45013.Job Summary : Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.As a Lead Teller,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Credit Specialist

    Credit Specialist

    Ferguson • Cincinnati, Ohio, United States
    serp_jobs.job_card.full_time
    This job is with Ferguson, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Posting : Si...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth and Investment Portfolio Manager III

    Wealth and Investment Portfolio Manager III

    Huntington • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    Wealth And Investment Portfolio Manager Iii.Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager IIIs. Manages medium / large and complex portfolios based o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Escrow Specialist (Cincinnati)

    Escrow Specialist (Cincinnati)

    Guardian Savings Bank • Cincinnati, OH, United States
    serp_jobs.job_card.full_time
    Guardian Savings Bank is a large lender in Cincinnati, Northern Kentucky, Lexington and Louisville that puts people first. Our customers are part of a close-knit community and their banking needs ar...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Investor Specialist I

    Investor Specialist I

    Fifth Third Bancorp • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General function : Complete rev...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Cincinnati, OH, USA
    serp_jobs.filters.remote
    serp_jobs.job_card.part_time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    AVP Business Banker

    AVP Business Banker

    Peoples Bancorp (OH) • Cincinnati, OH, United States
    serp_jobs.job_card.full_time
    Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in Amer...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Operations Analyst, HUB Heartland

    Operations Analyst, HUB Heartland

    Hub International Insurance • Cincinnati, Ohio, USA
    serp_jobs.job_card.full_time
    HUB Heartland is seeking to add an Operations Analyst to our Financial Operations team who assists with overseeing and managing the financial operations of all HUB offices across the Ohio market.Op...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted