Operations Specialist - The Panther Group

Our client, a well-known firm, is seeking an Operation Specialist to join their growing team.

Responsibilities:

• Processing checks, wires, ACH payments, transfers and receipts. 
• Maintenance of all recurring cash items.
• Reconciliation of cash balances and addressing all discrepancies 
• Supporting the Asset team processing internal account transfers and stock gifting
• Assisting the investment team with processing capital calls and distributions.
• Maintain account and client data on accounting system. 

Requirements:

• Bachelor’s Degree required
• At least 3+ years of progressive experience within Trust Operations.
• Excellent communication and client interaction skills.
• Must have strong MS Suite skills, expert Excel skills.