- ad-hoc cash requests including checks, wires, ACH payments, transfers, and receipts.
- assigned request inboxes, review the requests to ensure all necessary information is included and is accurate, and enter requests into the appropriate custodial accounting system.
- for identifying, setting up, and maintaining all recurring cash items including bill payments.
- and maintain client payment schedules and reconcile payment processes daily.
- exception reports provided by custodian bank and researching discrepancies, and address discrepancies in a timely manner to reconcile cash balances.
- asset team with asset setup and classification, processing internal account transfers and stock gifting.
- Private Investment Team in processing capital calls and distributions.
- account and client data on accounting system, including statement setup, client portal setup, address changes, account/client personnel and investment details.
- degree in financial, accounting, business administration, or related field
- years of progressive experience within Trust operations or Wealth Management
- of Trust Operations procedures and the processing of induvial account transactions
- Excel skills
- communication and ability to meet tight deadlines
-
Operational Specialist
1 week ago
The Hollister Group Boston, United StatesOperational Specialist · Our client, a Boston real estate company, is looking for a friendly and eager Operational Specialist to assist with the day-to-day operations of their office. This is a direct hire opportunity and requires a candidate with professionalism, poise, strong a ...
-
Operations Specialist
3 weeks ago
The Panther Group Boston, United StatesOur 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 a Operations Specialist, Operat ...
-
Operational Specialist
3 days ago
The Hollister Group LLC Boston, United StatesOperational Specialist · Our client, a Boston real estate company, is looking for a friendly and eager Operational Specialist to assist with the day-to-day operations of their office. This is a direct hire opportunity and requires a candidate with professionalism, poise, strong ...
-
Operational Specialist
1 day ago
The Hollister Group LLC Boston, United StatesOperational Specialist · Our client, a Boston real estate company, is looking for a friendly and eager Operational Specialist to assist with the day-to-day operations of their office. This is a direct hire opportunity and requires a candidate with professionalism, poise, strong ...
-
Operations Specialist
6 hours ago
Massachusetts Nonprofit Network Inc Boston, United StatesThe Operations Specialist contributes to CLM's mission through day-to-day office management including financial processes, human resources, and administrative support to the staff and Board, as well as coordination of membership activities including meeting logistics and renewals ...
-
Business Operations Specialist
1 week ago
The Hollister Group Boston, United StatesOur client, a Boston real estate company, is looking for a friendly and eager Operations Specialist to assist with the day-to-day operations of their office. This is a fully onsite direct hire opportunity and requires a candidate with professionalism, poise, strong attention to d ...
-
Operations Support Specialist
3 weeks ago
State of Massachusetts Boston, United StatesAbout the Office of the Comptroller The Office of the Comptroller ensures that the more than $50 billion in annual transactions authorized by the general appropriations act and supplemental appropriations are executed in accordance with all statutory Support Specialist, Operation ...
-
People Operations Specialist
1 week ago
Mirakl SAS Boston, United StatesYour Impact: · The People Operations Specialist is a highly visible, integral part of our People Team responsible for the day to day people operations for the Americas region at Mirakl. · What you will do at Mirakl: · Develop and manage core people processes - employee onboard ...
-
Operations Specialist IMO
2 days ago
US Tech Solutions Boston, United StatesJOB DESCRIPTION · Hybrid Schedule: Company policy is 2 days home, 3 days in office Candidate is responsible for performing specialized operational securities processing activities in support of the firm's business lines. · This includes activities such as; instruction receipt, au ...
-
People Operations Specialist
3 days ago
Gupta Media Holdings LLC Boston, United StatesGupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music ...
-
Senior Operations Specialist
2 weeks ago
CERES Group Boston, United StatesThe Senior Operations Specialist will work within the Corporate Actions & Pricing team and assume a lead role in the corporate actions function as well as prepare fair value recommendations, manage pricing exceptions, perform daily and monthly account reconciliations and maintain ...
-
Business Operations Specialist
3 days ago
The Hollister Group LLC Boston, United StatesOur client, a Boston real estate company, is looking for a friendly and eager Operations Specialist to assist with the day-to-day operations of their office. This is a fully onsite direct hire opportunity and requires a candidate with professionalism, poise, strong attention to d ...
-
Operations Support Specialist
2 weeks ago
State of Massachusetts Boston, United StatesAbout the Office of the Comptroller · The Office of the Comptroller ensures that the more than $50 billion in annual transactions authorized by the general appropriations act and supplemental appropriations are executed in accordance with all statutory requirements and recorded i ...
-
Clinical Operations Specialist
2 weeks ago
Medasource Boston, United StatesClinical Operations Analyst · Client: Pharmaceutical Client of Medasource · Boston, Massachusetts (Hybrid) · 1 year contract with likelihood of extension · Project Goal & Overview: · Our client is seeking a highly experienced Senior Clinical Analyst to lead and execute enterpris ...
-
Operational Specialist
3 weeks ago
Cypress HCM Boston, United StatesOperations Specialist (Financial) · Location: Boston, MA · Hybrid: 3 days onsite · Employees: 500| Team Size: 10-15 · Industry: Law Firm · The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-offic ...
-
Operations Specialist
3 weeks ago
Claire Myers Consulting Boston, United StatesOur client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...
-
Operational Specialist
4 weeks ago
Cypress Human Capital Management Llc Boston, United StatesOperations Specialist (Financial)Location: Boston, MAHybrid: 3 days onsiteEmployees: 500| Team Size: 10-15Industry: Law FirmThe Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and ...
-
Sr. Specialist, Manufacturing Operations
2 weeks ago
Vertex Pharmaceuticals, Inc Boston, United StatesJob Description · General Summary: · Vertex Pharmaceuticals Inc. has established a state-of-the-art GMP manufacturing facility in Boston less than a mile from the Corporate Headquarters in the Seaport District. This GMP facility is a keystone to delivering our strategy of bringin ...
-
Operations Specialist
1 week ago
Claire Myers Consulting Boston, United StatesOur client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...
-
Operations Specialist
1 week ago
Claire Myers Consulting Boston, United StatesOur client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...
Operational Specialist - Boston, United States - Cypress HCM
Description
Operations Specialist (Financial)
Location: Boston, MA
Hybrid: 3 days onsite
Employees: 500| Team Size: 10-15
Industry: Law Firm
The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back-office functions and will be heavily involved in reviewing cash and asset requests, entering custodial accounting systems with proper coding, and sending taxation and descriptions for approval.
Most Important Responsibilities:
What you can bring to the table to impact this role, team, and organization:
Benefits: Medical, Vision, Dental, PTO, Sick Time, 401K matching, stock opportunity
Compensation: 75 80K
