Investment Service Specialist

Job is Expired

Location: Remote

Compensation: Salary

Reviewed: Fri, Dec 12, 2025

Job Category: Financial

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Entry Level, Experienced

Education Level: Bachelors

Job Summary

A company is looking for an Investment Service Specialist - Trading (Remote).

Key Responsibilities

Support advisor teams by ensuring accurate trade execution and resolving discrepancies
Collaborate with internal and external partners for trade reconciliation and maintain compliance reports
Develop processes to enhance operational efficiency and reduce risks in trading operations

Required Qualifications

Bachelor's degree or equivalent experience in business, finance, economics, or related field
3 years of experience in Financial Services with a focus on investment operations
Knowledge of financial markets and investment operations
Proficient with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality

COMPLETE JOB DESCRIPTION

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Job is Expired

Company Overview

Company Company Name

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Founded Founded

Website

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