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    Operations Specialist - Boston, United States - The Panther Group

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    Direct Hire
    Description
    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.


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