The Investment Operations Specialist is responsible for providing investment account management and investment administrative support to the (Sr.) Private Wealth Advisors in accordance with their instructions and client needs/requests.

Principal Accountabilities:

1. Handles portfolio management reconciliation and processing in accordance with Advisor instructions in an accurate and timely manner, including such things as:

• Verifies client data in Orion.
• Ensures system portfolio performance is maintained and accurate.

2. Participates in the new account set-up process including:

• Updates new account information in various systems.
• Ensures accounts are available for trading.
• Performs account maintenance as needed.

3. Provides service support and administration, including:

• Responds to inquiries from field personnel via phone and e-mail.
• Educates and/or supplies training aides to field on Investment Department processes.
• Acts as liaison for all custodial relationships.

4. Bears other responsibilities, including:

• Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base and applies these principles in personal finances
• Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values.
• Maintains the highest Compliance standards by adhering to the Company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.

• Experience and industry knowledge in financial services or accounting with an emphasis on investment acumen
• Ability to make independent judgement as well as take direction from others
• Aptitude and passion for learning to serve others with excellence.
• Intermediate to advanced MS Office skills, especially MS Excel
• Ability to work in a dynamic and flexible office environment.
• Excellent problem-solving skills and organizational and operational efficiency
• Excellent communication and interpersonal skills, both verbal and written
• Strong business mathematical skills and keen attention to detail
• Personal integrity and ability to discreetly handle confidential data.

Education, Experience & Skills:  

• Bachelor’s degree is required, preferably in finance, investments, or economics.
• Prior financial services, investment, or accounting experience preferred.