Current career opportunities:

We have an immediate full time opening for a highly motivated individual in Operations for the Investment Management Team.

Requirements:

Education and Experience:

• Bachelor’s degree – business related field preferred but not required
• Previous internship/operations experience in securities, finance or banking required
• Proficient with Microsoft Office, primarily Word and Excel
• Experience with Advent Portfolio Exchange (APX) software a plus!

Primary Responsibilities:

• Prepare Investment Advisory Agreements and Custody Account Applications
• Coordinate transfer of accounts with multiple parties: Custodians, Investment Managers,
  Trustees, Clients, Attorneys, Accountants
• Prepare letters of authorization and cash transfer documentation
• Post daily transaction activity into in-house portfolio software
• Prepare letters/memos/emails to Clients, Custodians, Investment Managers
• Coordinate, update and maintain client information
• Initiate Client stock donations
• Reconcile incoming and outgoing cash and securities
• Track and update cost basis information
• Set up new accounts using in-house portfolio software
• Answer and direct phone calls when necessary
• Provide general support to visitors when necessary

Ideal Candidate would possess:

• Excellent listening, oral and written communication skills
• A professional work ethic and positive team attitude
• A willingness to assist with general tasks critical to the efficient operation of our office
• High accuracy with numbers and details
• Excellent organization skills
• Ability to prioritize and manage multiple tasks successfully
• Ability to execute requests in a timely and accurate manner
• Strict confidentiality regarding all client and office matters

If interested, please submit a resume and cover letter to Careers@rhbco.com