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Russell Tobin
Investment Operations Associate

Investment Operations Associate

On site

Cincinnati, United states

$ 22 /hour

Junior

Freelance

02-02-2026

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Skills

Communication Sales Project Management

Job Specifications

Job Title: Investment Operations Specialist

Location: Cincinnati, OH

Pay Range: $18.14/Hour -$22.56/Hour

Contract Length: 11 months

Position Summary

An Investment Operations Specialist is a finance professional who supports the back-end processes of investment activities to ensure trades, portfolios, and financial transactions run smoothly and accurately.

Job Duties

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

Qualifications

Associate degree, or equivalent work experience
Two to four years of job-related experience, preferably in institutional trust and/or financial industry

Additional Required Skills and Abilities

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

Benefits Disclosure

Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

About the Company

Bring Top Talent With Your Company With Russell Tobin Headquartered in New York City with offices throughout the United States, United Kingdom, Ireland, The Netherlands, Brazil, Canada, India, and Singapore, Russell Tobin--a division of Pride Global--offers total staffing and recruitment solutions across a wide range of industries. Our team of highly skilled recruiters, sourcers, and subject-matter experts understand exactly how to find world-class candidates that will fit your company's precise needs. Whether you need skill... Know more