
Financial Services Specialist
1 day ago
Job Title: Financial Services Specialist
About the RoleWe are seeking an experienced professional to join our team as a financial services specialist.
The successful candidate will be responsible for processing financial transactions, managing cash balances, producing portfolio reports, and providing exceptional customer service.
The role requires strong analytical skills, attention to detail, and excellent communication skills.
About the TeamThe team you will be joining is a part of a leading investment management organization, which creates enterprise software solutions for large institutions in the areas of institutional investment, wealth management, and hedge funds.
Key Responsibilities- Processing financial transactions
- Managing cash balances
- Producing portfolio reports
- Providing exceptional customer service
- Bachelor's Degree in Commerce/Economics with specialization in Business/Accounting/Finance or another Financial-related program
- 3-6 years experience in accounting, finance, mutual fund operations, or related careers (preferred)
- Strong computer competence (Microsoft applications Excel, Word etc.)
- Aptitude for math, interpersonal skills, oral communication skills, multitasking capability, ability to work under pressure/deadlines driven environment
We offer a competitive benefits package, including generous medical care, insurance, and savings plans. You'll have access to flexible Work Programs and development programs to help you reach your full potential.
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