Franklin Street Partners Operations Specialist - Chapel Hill, NC

Only for registered members Chapel Hill, NC , United States

3 weeks ago

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Job Summary:

The Operations Specialist delivers quality day-to-day investment operations related responsibilities including cash movement, income transactions, bond trading, client reporting and investment reporting.

Responsibilities:

  • Cashiering
  • Enter all the details for client deposits via check or wire.
  • Scan all paperwork related to each transaction and save it in the electronic document storage system.
  • Prepare stock gift transactions and letters to clients to provide the details of the transactions

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