About this role
Investment Operations Specialist at Blue Trust Inc. Location: Alpharetta, Georgia, United States. Role: reconciling portfolios, opening accounts, supporting advisors Requirements: Bachelor's degree required (finance/investments/economics preferred). Experience in financial services or accounting with investment acumen; intermediate-advanced Microsoft Excel; strong communication, problem-solving, organizational skills; ability to handle confidential data. Category: Finance and Accounting Seniority: Mid Level Tools: Orion, Microsoft Office, Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English