Operations Specialist at VAN TUYL COMPANIES INC

Kansas City, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jan, 26

Salary

0.0

Posted On

03 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Operations, Reporting, Client Service, Trading, Process Management, Communication, Organizational Skills, Microsoft Office, Diligence, Accuracy, Multi-tasking, Initiative, Investment Operations, Cash Management, Reconciliation, Workflow Improvement

Industry

Investment Management

Description

Description Objective: To Function as a Fiduciary for the Van Tuyl Family by working collaboratively with the Vantage Team on efficient business operations, reporting, and client service. Role & Key Responsibilities: Operations & Reporting: Primary liaison for all investment reporting software. Provide custom reports, client account reports and complete all operational requests; Ability to identify and resolve all reporting errors or missing information. Enhance efficiency & Operational procedures: develop a thorough understanding of our investment operations; identify and articulate areas for improvement, streamline workflows and coordinate with Key Partners to maintain smooth operations across the organization. Trading: Support senior team members in trading activities and all associated cash management questions. Responsible for daily reconciliation of trades with custodians, brokers, and third-party vendors. Resolve all trade issues daily. Follow up to ensure that all transactions are reflected accurately Client Service: establish and maintain an excellent working relationship with our Van Tuyl family clients and the Van Tuyl family office team in Scottsdale, AZ. Backup role to Director of Operations & CCO: support and perform all responsibilities associated with the Manager’s role, as needed. Other responsibilities: will be asked to assist with special projects and team assignments upon Manager’s or Key Partners’ discretion. Key Partners: President & Chief Investment Officer Vantage Investment Partners, LLC Requirements Comprehension of the various dynamics of a registered investment advisor. Preferred minimum of 3 – 5 years of industry experience, preferably in trade operations and/or client service. Adept in multi-tasking and able to prioritize deadlines in a fast-paced environment. Initiative-taking, with a high degree of process management skills, effective communication skills, both written and verbal. Prominent level of organizational skills, diligence and accuracy required. Excellent client service skills Proficient in Microsoft Office suite of products, specifically Word, Excel, and PowerPoint Maintain punctual and consistent business hours. Bachelor’s degree from a four-year accredited university in business administration or finance, a plus.

Responsibilities

The Operations Specialist will function as a fiduciary for the Van Tuyl Family, collaborating with the Vantage Team on efficient business operations and client service. Key responsibilities include managing investment reporting, enhancing operational procedures, supporting trading activities, and maintaining client relationships.