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Beacon Hill Staffing Group

Entry Level Operations Analyst - LOCAL CANDIDATES ONLY

Entry-Level JobVerifiedNo experience needed
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Job Description

Investment Operations Quality Control Specialist Entry Level We are seeking a detail-oriented and analytical professional for an opportunity within the financial services industry. This position is ideal for someone interested in building experience in investment operations, securities, and wealth management while supporting high-net-worth client accounts. What You'll Do Review and verify investment transactions and account activity for accuracy and completeness. Process and review monetary and non-monetary requests. Research and resolve transaction discrepancies and processing issues. Identify errors and trends and recommend solutions to improve accuracy and efficiency. Communicate with financial advisors when additional information or clarification is required. Monitor work queues and ensure requests are completed within established deadlines. Gain experience with new account setup, distributions, receipts, trade processing, model changes, and other investment transactions. Maintain a high level of confidentiality when handling client and account information. Participate in projects focused on improving operational processes and systems. Qualifications Bachelor's degree in Business, Finance, Accounting, or a related field preferred. Strong analytical and problem-solving skills. Excellent attention to detail and commitment to accuracy. Strong communication and interpersonal skills. Ability to prioritize and manage multiple responsibilities in a fast-paced environment. Strong organizational skills. Ability to work independently as well as collaboratively. Proficiency with Microsoft Excel and Word. Knowledge of mutual funds, securities, investments, or financial services is a plus. Strong interest in learning investment management and financial operations. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future™

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance