Investment Operations Associate

Job Title

Investment Operations Associate

Job Description

About the Position

River Bend Administration is seeking an experienced and highly motivated Investment Operations Associate. The Investment Operations Associate will act on instructions from decision makers to initiate, coordinate, monitor and review the transactional activity of certain trust investments.  This involves implementing parts of the process for secure transaction processing and includes coordinating with other stakeholders, completing accurate documentation, and developing a strong working knowledge of the origination and approval process for trust transactions. At times, the work environment is deadline driven.  This is a great opportunity to play an important role to help build a growing organization. This position reports directly to the COO and works collaboratively with the other members of the team.

 

What you will do

The Investment Operations Associate is responsible for gathering, distributing, initiating and documenting investment transactions using bank online transaction systems and internal accounts payable software.  A successful Investment Operations Associate will use knowledge of different asset classes and transaction types to complete responsibilities.

Responsibilities

 

Who we are looking for

Qualifications required for your success

Additional Helpful Experience and Qualifications Include

The ideal candidate has a background in investment operations and is engaged and interested in the operational aspects of trust administration.

 

All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement, background check, credit check, drug screen and verification of being fully vaccinated for COVID-19.  Vaccination exemptions as a reasonable accommodation for a qualified disability or sincerely held religious belief can be discussed.  In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work. 

 

Benefits Information

Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401 (k) retirement plan and paid time off.

 

About River Bend Administration, LLC

River Bend Administration is an affiliate of River Bend Holdings, a private family trust company serving the trust administration needs of a single, multi-generational family. This is an exciting time to be part of this world class team.

 

River Bend Holdings is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Basic Qualifications