Investment Operations Associate

Contract length: 12 months (chances for conversion/extension)

Schedule: 8:00 AM – 4:30 PM CST

Setting: 100% onsite

Rate: $20.00–$22.56/hr (W2)

• Project Management Fundamentals:
  Ability to support planning, organization, and tracking of deliverables for new initiatives.
• Process Documentation:
  Skilled in creating SOPs, workflows, and project status reports.
• Stakeholder Communication:
  Comfortable coordinating with internal teams and external vendors.
• Strategic Thinking & Detail Orientation
• Multitasking:
  Able to manage multiple priorities in a fast-paced environment.
• Strong Communication & Interpersonal Skills

• Perform a range of operational tasks within Investment Operations.
• Research and resolve operational or accounting exceptions, including issues requiring in-depth review.
• Partner with Investment teams and other internal groups to address issues and maintain efficient service delivery.
• Validate the accuracy of account statements, transaction data, and supporting information.
• Review and verify account entries, ensuring balances are accurate and preparing corrective adjustments as necessary.
• Confirm that all documentation requirements and compliance standards are fully met.
• Respond to customer, broker, or internal employee inquiries—via phone or written requests—and conduct associated research.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.