Investment Operations Specialist

San Antonio, TX 78216

Posted: 09/03/2019 Industry: Financial Services Job Number: 16546


The Investment Operations Specialist is responsible for providing member service and fulfillment through various channels (phone, mail, email, and fax), for area of expertise to include retirement and non-retirement new account setup, account maintenance, transfer of asset processing, redemption requests and other investment transaction processing.

  • 2+ years of experience working with IRA s knowledge of RMD s, recharges, and excess transactions.
  • Any working knowledge with Documentum (workflow queues), Wealthscape (processing system), and Portal/ODOC (processing system).
  • Ability to work in a high volume environment.
  • Ability to effectively communicate. 

About PRG

With nearly 20 years of success in the staffing industry, Peyton Resource Group focuses on matching talent to the precise needs of our clients. Your success is our commitment, and we back up that commitment by only recommending opportunities that align with your goals. Our candidate-centric approach ensures you are in the driver s seat of your career, and our team of recruiters will partner with you and support you every step of the way.

PRG s dedication to service has been widely recognized throughout the industry. PRG has been awarded ClearlyRated s Best of Staffing award for 5 straight years, as well as the Business Journal s Best Places to Work in Dallas, San Antonio and Austin.

Amber Gresham

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