- Entry level position. Performs routine duties to support client investment management operations. Performs work within established guidelines and according to specific procedures. Work is routinely reviewed by others. Focus of job on providing routine operational support for specific client accounts. Setup and maintain databases and client files. Process and confirm trades. Research routine errors, failures and inquiries. Resolves discrepancies and takes action on routine matters and inquiries from clients and other departments. Ad hoc reporting. Demonstrated knowledge of relative function. Ability to resolve problems/issues independently The ideal candidate will have a business or math degree from an accredited four year university. This candidate will have 2 experience in the finance industry, specifically in the area of Corporate Actions. Excellent written and verbal communication skills are a must. Client Service experience, Excel, VBA, and general Microsoft Office knowledge are...

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