Serve in a production capacity by performing routine investment operations tasks to support assigned Investment Operations unit's goals and objectives.
Responsible for following established guidelines and identifying and resolving problems.
Work to develop basic knowledge of the Investment Business and to acquire basic investment operations skills and capabilities.
Under close supervision, performs routine Operations tasks to support service requests and/or transactions.
Resolves simple issues utilizing appropriate resources.
Routine tasks vary depending upon actual department assigned to within Investment Operations.
Tasks generally include reviewing and approving requests from sales force, troubleshooting issues with incomplete instruction, processing entries on clearing platform,
following up on aged items, routine reconciliations, etc.
Achievement with a purpose.
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