Investment Operations Specialist

Job Description

We are seeking an Investment Operations Specialist to support Domestic Trust Operations. This role focuses on cash processing and asset movement across wealth operations – executing operational workflows with precision, urgency, and strong control discipline. This position partners closely with internal teams to complete complex money movement activities and ensure accurate processing into custodial and internal systems.

2+ years in bank/wealth operations, trust operations, or investment operations with direct experience in:

• money movement (wires, ACH, deposits)
• operational processing and exception handling

Strong attention to detail and ability to manage time-sensitive priorities.

Strong communication and coordination skills.

Experience with multi-million-dollar movement activity (cash and/or assets).

Wealth operations background preferred over brokerage-only environments.

• Execute cash movement transactions (wires, ACH, deposits, internal transfers) in adherence with policy and controls.
• Support asset movement and transfer processing (cash + securities movement), including exception resolution and follow-up.
• Coordinate with internal stakeholders (wealth teams, operations partners, treasury/payment services) to obtain required information and complete processing.
• Enter and process transactions into relevant custodial/internal platforms; ensure accuracy and timeliness.
• Support documentation standards and maintain required operational controls and audit trails.
• Help troubleshoot and resolve processing issues; elevate risks proactively.
• Contribute to a high ownership culture: prioritize urgency, accuracy, and client impact.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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