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Strategic Investment Operations Specialist

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Kforce Inc
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
  • Business
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A staffing and consulting firm in Phoenix, Arizona, seeks a skilled candidate to manage new client accounts with custodians and investment managers. Responsibilities include facilitating wire transfers, processing account service requests, and maintaining an internal portfolio accounting system. Candidates should have at least 3 years of experience in a Registered Investment Advisor environment and demonstrated proficiency in Microsoft Excel. Comprehensive benefits are offered including medical, 401(k), and paid time off for salaried personnel.
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