Pay range: $20 - 22/hr.
Duration: 12 months
Location: Cincinnati OH 45226
Job Summary:
Responsible for the opening of Investment Services accounts of various sizes established by clients for various purposes. Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and within procedural guidelines relative to new, existing and closing accounts.
Performs a variety of operational duties within an assigned area of Investment Operations. Research and resolves operational and/or accounting exceptions, some of which may involve extensive review. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information. Verifies account entries, ensures totals balance and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied. Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.
As functional opener, you will work with internal contacts to open accounts in our cash system, grant access to multiple systems and review to make sure all systems are set up correctly from the start. These accounts are established to hold assets of mutual funds, exchange traded funds, hedge funds, private equity funds, and other investment portfolio accounts.
As a functional opener, you will be accountable for the following:
As an early career position, our broader team will help you grow and develop to gain experience and understanding of our customers, products, and provided services. We provide a career path that can lead to working on deals of more complexity and with increasing autonomy.
Basic Qualifications:
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
**Security Officer - Join Our Team!****Wage:** $15.00/hour**Your Role:**Do you want a role that's more than just a job? As a Security... ...to a safe and positive living environment+ No prior experience? No problem! Retail, hospitality, or food service backgrounds...
...Passenger Service Agent / Part Time (Bilingual) People. Passion. Pride. This is what has driven our teams since 1833. Since that time, we have developed to become a critical partner in the global aviation industry, delivering time-critical logistics services at over...
Oregon Integrated Health is an Integrated Primary Care Medical Home that is hiring for a Part Time Chiropractor for our Clinic in Florence Oregon. We are currently a Tier 4 Patient Centered Primary Care Medical Home, Vaccine for Children Program and a Certified Rural Health...
...ELM Homes is seeking a supervisor who is approachable and motivated, has good people skills and willing to take on a challenge, Designated Coordinator (QDDP/DC qualified), in the Albert Lea area. Qualifications include : Must be 18 years of age Willing to work...
...At STERIS, we help our Customers create a healthier and safer world by providing innovative healthcare and life science product and service solutions around the globe. Are you mechanically inclined with a knack for hands-on work? Do you enjoy a flexi Service Technician...